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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$51.22
Change-$0.33 (-0.64%)
VolumeN/A
Net Assets829.36M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Aug 08, 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. WVALX (829M). VTSMX pays higher dividends than WVALX: VTSMX (1.09) 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 : 21.77 vs. WVALX (-5.19). VTSMX return over 5 years is better than : 83.91 vs. WVALX (7.37).
| 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 | 7.450 | -1.959 | -380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 829M | 230,639% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 21.77 | -5.19 | -420% |
| Returns for 3 years | 50.15 | -2.86 | -1,751% |
| Returns for 5 years | 83.91 | 7.37 | 1,138% |
| Returns for 10 years | 196.78 | 16.76 | 1,174% |
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