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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
Boston Trust Walden Equity
Price$33.61
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets232.95M
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX commentary
May 12, 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: 1.72T vs. WSEFX (233M). VTSMX pays higher dividends than WSEFX: VTSMX (1.26) vs WSEFX (0.63). 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 : 7.95 vs. WSEFX (-5.18). VTSMX return over 5 years is better than : 89.18 vs. WSEFX (48.90).
| 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 | -4.022 | -5.907 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 233M | 736,481% |
| Annual Yield % from dividends | 1.26 | 0.63 | 200% |
| Returns for 1 year | 7.95 | -5.18 | -153% |
| Returns for 3 years | 40.07 | 11.67 | 343% |
| Returns for 5 years | 89.18 | 48.90 | 182% |
| Returns for 10 years | 165.24 | 93.15 | 177% |