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VTSMX vs WTRCX
VTSMX vs WTRCX Comparison
Open Charts VTSMX vs WTRCX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
Macquarie Core Equity Fund
Price$11.45
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets3.65B
VTSMX vs WTRCX Comparison Chart
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VTSMX vs. WTRCX commentary
May 11, 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. WTRCX (3.65B). VTSMX pays higher dividends than WTRCX: VTSMX (1.26) vs WTRCX (0.00). VTSMX was incepted earlier than WTRCX: VTSMX (33 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VTSMX (0.14). WTRCX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). WTRCX has a lower initial minimum investment than VTSMX: WTRCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.95 vs. WTRCX (-7.14). VTSMX return over 5 years is better than : 89.18 vs. WTRCX (5.05).
| VTSMX | WTRCX | VTSMX / WTRCX | |
| Total Expense Ratio | 0.14 | 1.74 | 8% |
| Annual Report Gross Expense Ratio | 0.14 | 1.75 | 8% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -4.022 | -1.801 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 3.65B | 47,001% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 7.95 | -7.14 | -111% |
| Returns for 3 years | 40.07 | -8.19 | -489% |
| Returns for 5 years | 89.18 | 5.05 | 1,766% |
| Returns for 10 years | 165.24 | -9.96 | -1,660% |
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