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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
Boston Trust Walden Equity
Price$36.20
Change-$0.54 (-1.47%)
VolumeN/A
Net Assets263.48M
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX commentary
Feb 23, 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 StrongBuy and WSEFX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. WSEFX (263M). 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 : 17.60 vs. WSEFX (3.40). VTSMX return over 5 years is better than : 74.84 vs. WSEFX (38.52).
| 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 | 2.121 | 1.344 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84T | 263M | 698,479% |
| Annual Yield % from dividends | 1.26 | 0.64 | 196% |
| Returns for 1 year | 17.60 | 3.40 | 518% |
| Returns for 3 years | 36.78 | 12.99 | 283% |
| Returns for 5 years | 74.84 | 38.52 | 194% |
| Returns for 10 years | 180.15 | 106.39 | 169% |
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