Interact to see
Advertisement
Advertisement
VSMPX vs WTRCX
VSMPX vs WTRCX Comparison
Open Charts VSMPX vs WTRCX
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
Macquarie Core Equity Fund
Price$12.82
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets3.98B
VSMPX vs WTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSMPX vs. WTRCX commentary
Jul 27, 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. WTRCX (3.98B). VSMPX pays higher dividends than WTRCX: VSMPX (1.22) vs WTRCX (0.00). VSMPX was incepted earlier than WTRCX: VSMPX (10 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VSMPX (0.02). WTRCX is a more actively managed with annual turnover of: 24.00 vs. VSMPX (2.00). WTRCX has a lower initial minimum investment than VSMPX: WTRCX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. WTRCX (0.87). VSMPX return over 5 years is better than : 93.61 vs. WTRCX (6.23).
| VSMPX | WTRCX | VSMPX / WTRCX | |
| Total Expense Ratio | 0.02 | 1.74 | 1% |
| Annual Report Gross Expense Ratio | 0.02 | 1.75 | 1% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 8.298 | 9.949 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 3.98B | 48,004% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 17.76 | 0.87 | 2,052% |
| Returns for 3 years | 60.67 | 2.71 | 2,239% |
| Returns for 5 years | 93.61 | 6.23 | 1,503% |
| Returns for 10 years | 192.09 | -0.51 | -37,678% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VLEIX | 63.67 | 1.35 | +2.17% |
| Value Line Small Cap Opportunities Instl | |||
| QAACX | 50.95 | 0.29 | +0.57% |
| Federated Hermes MDT All Cap Core A | |||
| GCPCX | 20.34 | 0.04 | +0.20% |
| Gateway Equity Call Premium C | |||
| ICSFX | 31.21 | 0.03 | +0.10% |
| Invesco Comstock R6 | |||
| VLPIX | 16.12 | -0.09 | -0.56% |
| Virtus Duff & Phelps Sel MLP & Engy I | |||