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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Equity
Price$37.38
Change-$0.14 (-0.37%)
VolumeN/A
CapitalizationN/A
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VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX 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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. WSEFX (277M). VTSMX pays higher dividends than WSEFX: VTSMX (1.26) vs WSEFX (0.64). VTSMX was incepted earlier than WSEFX: VTSMX (32 years) vs WSEFX (25 years). WSEFX is a more actively managed with annual turnover of: 6.69 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 : 31.53 vs. WSEFX (15.85). VTSMX return over 5 years is better than : 85.64 vs. WSEFX (52.86).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 18.617 | 9.651 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 277M | 620,217% |
| Annual Yield % from dividends | 1.26 | 0.64 | 196% |
| Returns for 1 year | 31.53 | 15.85 | 199% |
| Returns for 3 years | 25.35 | 12.78 | 198% |
| Returns for 5 years | 85.64 | 52.86 | 162% |
| Returns for 10 years | 187.59 | 114.07 | 164% |