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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
Boston Trust Walden Equity
Price$35.61
Change-$0.94 (-2.57%)
VolumeN/A
CapitalizationN/A
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX commentary
Dec 19, 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 StrongBuy and WSEFX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. WSEFX (273M). VTSMX pays higher dividends than WSEFX: VTSMX (1.26) vs WSEFX (0.64). VTSMX was incepted earlier than WSEFX: VTSMX (33 years) vs WSEFX (26 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 : 26.90 vs. WSEFX (8.80). VTSMX return over 5 years is better than : 84.16 vs. WSEFX (43.78).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 26.352 | 8.095 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84T | 273M | 672,527% |
| Annual Yield % from dividends | 1.26 | 0.64 | 196% |
| Returns for 1 year | 26.90 | 8.80 | 306% |
| Returns for 3 years | 27.88 | 6.84 | 408% |
| Returns for 5 years | 84.16 | 43.78 | 192% |
| Returns for 10 years | 192.04 | 111.36 | 172% |