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VSMPX vs WFIVX
VSMPX vs WFIVX Comparison
Open Charts VSMPX vs WFIVX
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
FT Wilshire 5000 Index Invmt
Price$33.19
Change-$0.39 (-1.16%)
VolumeN/A
Net Assets278.77M
VSMPX vs WFIVX Comparison Chart
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VSMPX vs. WFIVX commentary
Jun 15, 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 VSMPX is a Buy and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. WFIVX (279M). VSMPX pays higher dividends than WFIVX: VSMPX (1.29) vs WFIVX (0.78). VSMPX was incepted earlier than WFIVX: VSMPX (10 years) vs WFIVX (26 years). WFIVX (0.56) is less costly to investors than VSMPX (0.02). VSMPX (2.00) and WFIVX (2.00) have comparable annual turnover. WFIVX has a lower initial minimum investment than VSMPX: WFIVX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. WFIVX (8.49). VSMPX return over 5 years is better than : 91.46 vs. WFIVX (58.38).
| VSMPX | WFIVX | VSMPX / WFIVX | |
| Total Expense Ratio | 0.02 | 0.56 | 4% |
| Annual Report Gross Expense Ratio | 0.02 | 0.56 | 4% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 1.374 | 1.436 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 279M | 653,405% |
| Annual Yield % from dividends | 1.29 | 0.78 | 165% |
| Returns for 1 year | 10.08 | 8.49 | 119% |
| Returns for 3 years | 57.66 | 46.97 | 123% |
| Returns for 5 years | 91.46 | 58.38 | 157% |
| Returns for 10 years | 170.67 | 100.47 | 170% |
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