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VTSMX vs WFSPX
VTSMX vs WFSPX Comparison
Open Charts VTSMX vs WFSPX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
iShares S&P 500 Index K
Price$669.93
Change-$1.30 (-0.19%)
VolumeN/A
CapitalizationN/A
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VTSMX vs WFSPX Comparison Chart
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VTSMX vs. WFSPX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VTSMX is a Buy and WFSPX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. WFSPX (44.2B). WFSPX pays higher dividends than VTSMX: WFSPX (1.33) vs VTSMX (1.26). VTSMX was incepted earlier than WFSPX: VTSMX (32 years) vs WFSPX (31 years). WFSPX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than WFSPX: VTSMX (3000) vs WFSPX (5000000). WFSPX annual gain was more profitable for investors over the last year : 33.39 vs. VTSMX (31.53). WFSPX return over 5 years is better than : 103.91 vs. VTSMX (85.64).
| VTSMX | WFSPX | VTSMX / WFSPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 18.617 | 20.659 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 44.2B | 3,887% |
| Annual Yield % from dividends | 1.26 | 1.33 | 95% |
| Returns for 1 year | 31.53 | 33.39 | 94% |
| Returns for 3 years | 25.35 | 35.66 | 71% |
| Returns for 5 years | 85.64 | 103.91 | 82% |
| Returns for 10 years | 187.59 | 221.92 | 85% |