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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
Boston Trust Walden Equity
Price$36.12
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets241.79M
VTSMX vs WSEFX Comparison Chart in %
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VTSMX vs. WSEFX commentary
Jul 20, 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: 1.91T vs. WSEFX (242M). VTSMX pays higher dividends than WSEFX: VTSMX (1.12) vs WSEFX (0.59). VTSMX was incepted earlier than WSEFX: VTSMX (33 years) vs WSEFX (26 years). WSEFX (0.96) 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 : 12.47 vs. WSEFX (-2.08). VTSMX return over 5 years is better than : 90.23 vs. WSEFX (46.78).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | 0.14 | 0.96 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 0.96 | 15% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 6.762 | 1.288 | 525% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 242M | 790,083% |
| Annual Yield % from dividends | 1.12 | 0.59 | 189% |
| Returns for 1 year | 12.47 | -2.08 | -599% |
| Returns for 3 years | 62.18 | 24.47 | 254% |
| Returns for 5 years | 90.23 | 46.78 | 193% |
| Returns for 10 years | 191.62 | 104.66 | 183% |