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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
Boston Trust Walden Equity
Price$38.60
Change-$0.27 (-0.69%)
VolumeN/A
Net Assets222M
VTSMX vs WSEFX Comparison Chart in %
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VTSMX vs. WSEFX commentary
Oct 09, 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: 2.02T vs. WSEFX (222M). VTSMX pays higher dividends than WSEFX: VTSMX (1.04) vs WSEFX (0.55). 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 : 18.34 vs. WSEFX (5.46). VTSMX return over 5 years is better than : 89.06 vs. WSEFX (46.19).
| 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 | 14.389 | 8.819 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02T | 222M | 908,559% |
| Annual Yield % from dividends | 1.04 | 0.55 | 189% |
| Returns for 1 year | 18.34 | 5.46 | 336% |
| Returns for 3 years | 82.05 | 36.87 | 223% |
| Returns for 5 years | 89.06 | 46.19 | 193% |
| Returns for 10 years | 231.08 | 127.13 | 182% |
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