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VTSAX or VWELX or VWUSX
VTSAX vs VWELX vs VWUSX Comparison
Open Charts VTSAX vs VWELX vs VWUSX
Vanguard Total Stock Mkt Idx Adm
Price$148.01
Change+$0.34 (+0.23%)
VolumeN/A
Net Assets1.82T
Vanguard Wellington™ I
Price$45.21
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets110.88B
Vanguard US Growth Investor
Price$77.43
Change+$0.40 (+0.52%)
VolumeN/A
Net Assets46.03B
VTSAX vs VWELX vs VWUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. VWELX (111B) and VWUSX (46B). VWELX pays higher dividends than VTSAX and VWUSX: VWELX (2.09) vs VTSAX (1.28) and VWUSX (0.19). VTSAX was incepted earlier than VWELX and VWUSX: VTSAX (25 years) vs VWELX (96 years) and VWUSX (67 years). VWUSX (0.32) is less costly to investors than VWELX (0.25) and VTSAX (0.04). VWELX is a more actively managed with annual turnover of: 61.00 vs. VWUSX (37.00) and VTSAX (2.00). VTSAX (3000), VWELX (3000) and VWUSX (3000) have matching initial minimum investment requirements. VWUSX annual gain was more profitable for investors over the last year : 13.70 vs. VTSAX (12.75) and VWELX (2.57). VTSAX return over 5 years is better than : 100.43 vs. VWUSX (54.58) and VWELX (16.51).
| VTSAX | VWELX | VWUSX | |
| Total Expense Ratio | 0.04 | 0.25 | 0.32 |
| Annual Report Gross Expense Ratio | 0.04 | 0.25 | 0.32 |
| Fund Existence | 25 years | 96 years | 67 years |
| Gain YTD | 4.741 | 5.855 | 7.840 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.82T | 111B | 46B |
| Annual Yield % from dividends | 1.28 | 2.09 | 0.19 |
| Returns for 1 year | 12.75 | 2.57 | 13.70 |
| Returns for 3 years | 59.56 | 15.82 | 88.54 |
| Returns for 5 years | 100.43 | 16.51 | 54.58 |
| Returns for 10 years | 194.61 | 28.33 | 143.43 |
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