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VSMPX vs WVALX
VSMPX vs WVALX Comparison
Open Charts VSMPX vs WVALX
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$52.48
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets840.27M
VSMPX vs WVALX Comparison Chart in %
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VSMPX vs. WVALX commentary
Aug 18, 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. WVALX (840M). VSMPX pays higher dividends than WVALX: VSMPX (1.20) vs WVALX (0.00). VSMPX was incepted earlier than WVALX: VSMPX (10 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VSMPX (0.02). WVALX is a more actively managed with annual turnover of: 31.00 vs. VSMPX (2.00). WVALX has a lower initial minimum investment than VSMPX: WVALX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. WVALX (-7.65). VSMPX return over 5 years is better than : 85.90 vs. WVALX (9.31).
| VSMPX | WVALX | VSMPX / WVALX | |
| Total Expense Ratio | 0.02 | 1.03 | 2% |
| Annual Report Gross Expense Ratio | 0.02 | 1.03 | 2% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 9.284 | -0.190 | -4,882% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 840M | 227,262% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 16.22 | -7.65 | -212% |
| Returns for 3 years | 46.86 | -4.69 | -1,000% |
| Returns for 5 years | 85.90 | 9.31 | 923% |
| Returns for 10 years | 193.56 | 18.84 | 1,027% |
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