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Analysis and predictions VTSMX vs WINDX
VTSMX vs WINDX Comparison
Open Charts VTSMX vs WINDX
Vanguard Total Stock Mkt Idx I
Price$110.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Wilshire 5000 Index Instl
Price$27.00
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VTSMX vs WINDX Comparison Chart
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VTSMX vs. WINDX commentary
Dec 01, 2023
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 WINDX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.27T vs. WINDX (230M). VTSMX pays higher dividends than WINDX: VTSMX (1.51) vs WINDX (1.18). VTSMX was incepted earlier than WINDX: VTSMX (32 years) vs WINDX (25 years). WINDX (0.36) is less costly to investors than VTSMX (0.14). WINDX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than WINDX: VTSMX (3000) vs WINDX (250000). VTSMX annual gain was more profitable for investors over the last year : 10.92 vs. WINDX (7.98). VTSMX return over 5 years is better than : 60.50 vs. WINDX (33.49).
| VTSMX | WINDX | VTSMX / WINDX | |
| Total Expense Ratio | 0.14 | 0.36 | 39% |
| Annual Report Gross Expense Ratio | 0.14 | 0.36 | 39% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 18.362 | 18.995 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27T | 230M | 552,609% |
| Annual Yield % from dividends | 1.51 | 1.18 | 127% |
| Returns for 1 year | 10.92 | 7.98 | 137% |
| Returns for 3 years | 21.19 | 5.94 | 357% |
| Returns for 5 years | 60.50 | 33.49 | 181% |
| Returns for 10 years | 155.86 | 96.95 | 161% |