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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
Boston Trust Walden Equity
Price$32.86
Change+$0.67 (+2.08%)
VolumeN/A
Net Assets233.76M
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX commentary
Apr 15, 2025
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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. WSEFX (234M). VTSMX pays higher dividends than WSEFX: VTSMX (1.25) vs WSEFX (0.61). VTSMX was incepted earlier than WSEFX: VTSMX (33 years) vs WSEFX (26 years). WSEFX (0.99) is less costly to investors than VTSMX (0.14). WSEFX is a more actively managed with annual turnover of: 6.14 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than WSEFX: VTSMX (3000) vs WSEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 2.08 vs. WSEFX (-6.70). VTSMX return over 5 years is better than : 88.63 vs. WSEFX (49.50).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | 0.14 | 1.00 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 0.99 | 14% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | -9.569 | -8.007 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 234M | 728,205% |
| Annual Yield % from dividends | 1.25 | 0.61 | 204% |
| Returns for 1 year | 2.08 | -6.70 | -31% |
| Returns for 3 years | 19.08 | 1.32 | 1,443% |
| Returns for 5 years | 88.63 | 49.50 | 179% |
| Returns for 10 years | 149.63 | 88.74 | 169% |