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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Equity
Price$37.70
Change-$0.51 (-1.33%)
VolumeN/A
CapitalizationN/A
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX commentary
Nov 18, 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 StrongSell and WSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. WSEFX (276M). VTSMX pays higher dividends than WSEFX: VTSMX (1.26) vs WSEFX (0.64). VTSMX was incepted earlier than WSEFX: VTSMX (33 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 : 30.52 vs. WSEFX (13.15). VTSMX return over 5 years is better than : 83.72 vs. WSEFX (48.13).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 22.392 | 10.590 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73T | 276M | 627,899% |
| Annual Yield % from dividends | 1.26 | 0.64 | 196% |
| Returns for 1 year | 30.52 | 13.15 | 232% |
| Returns for 3 years | 19.91 | 5.34 | 373% |
| Returns for 5 years | 83.72 | 48.13 | 174% |
| Returns for 10 years | 186.07 | 108.20 | 172% |