VSMPX
Price
$298.85
Change
+$1.31 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
WTRCX
Price
$13.26
Change
+$0.06 (+0.45%)
Updated
Oct 17 closing price
Net Assets
3.86B
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VSMPX vs WTRCX

Header iconVSMPX vs WTRCX Comparison
Open Charts VSMPX vs WTRCXBanner chart's image
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
Macquarie Core Equity Fund
Price$13.26
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets3.86B
VSMPX vs WTRCX Comparison Chart in %
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VS
VSMPX vs. WTRCX commentary
Oct 19, 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 Hold and WTRCX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. WTRCX (3.86B). VSMPX pays higher dividends than WTRCX: VSMPX (1.15) vs WTRCX (0.00). VSMPX was incepted earlier than WTRCX: VSMPX (10 years) vs WTRCX (33 years). WTRCX (1.76) 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 : 13.81 vs. WTRCX (-4.67). VSMPX return over 5 years is better than : 84.96 vs. WTRCX (0.78).
VSMPXWTRCXVSMPX / WTRCX
Total Expense Ratio0.021.741%
Annual Report Gross Expense Ratio0.021.761%
Fund Existence10 years33 years-
Gain YTD13.02913.72295%
Front LoadN/AN/A-
Min. Initial Investment100000000100010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.02T3.86B52,295%
Annual Yield % from dividends1.150.00-
Returns for 1 year13.81-4.67-296%
Returns for 3 years76.129.93766%
Returns for 5 years84.960.7810,882%
Returns for 10 years215.538.722,473%
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