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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
Weitz Large Cap Equity-Investor Cl
Price$50.27
Change-$0.24 (-0.48%)
VolumeN/A
Net Assets835.66M
VTSMX vs WVALX Comparison Chart
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VTSMX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. WVALX (836M). VTSMX pays higher dividends than WVALX: VTSMX (1.26) 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: 20.00 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 : 7.95 vs. WVALX (-6.47). VTSMX return over 5 years is better than : 89.18 vs. WVALX (16.80).
| 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 | -4.022 | -4.393 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 836M | 205,263% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 7.95 | -6.47 | -123% |
| Returns for 3 years | 40.07 | 1.72 | 2,330% |
| Returns for 5 years | 89.18 | 16.80 | 531% |
| Returns for 10 years | 165.24 | 6.80 | 2,431% |
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