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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
Weitz Large Cap Equity-Investor Cl
Price$52.56
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets826.33M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. WVALX (826M). VTSMX pays higher dividends than WVALX: VTSMX (1.04) vs WVALX (0.00). VTSMX was incepted earlier than WVALX: VTSMX (33 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VTSMX (0.14). WVALX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). WVALX has a lower initial minimum investment than VTSMX: WVALX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.77 vs. WVALX (-9.35). VTSMX return over 5 years is better than : 86.59 vs. WVALX (3.67).
| VTSMX | WVALX | VTSMX / WVALX | |
| Total Expense Ratio | 0.14 | 1.03 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 1.03 | 14% |
| Fund Existence | 33 years | 39 years | - |
| Gain YTD | 13.857 | -0.114 | -12,143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02T | 826M | 244,189% |
| Annual Yield % from dividends | 1.04 | 0.00 | - |
| Returns for 1 year | 16.77 | -9.35 | -179% |
| Returns for 3 years | 81.21 | 15.71 | 517% |
| Returns for 5 years | 86.59 | 3.67 | 2,358% |
| Returns for 10 years | 229.54 | 25.86 | 888% |
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