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VTSAX vs WFIVX
VTSAX vs WFIVX Comparison
Open Charts VTSAX vs WFIVX
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-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
VTSAX vs WFIVX Comparison Chart
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VTSAX 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 VTSAX is a Buy and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. WFIVX (279M). VTSAX pays higher dividends than WFIVX: VTSAX (1.28) vs WFIVX (0.78). VTSAX was incepted earlier than WFIVX: VTSAX (25 years) vs WFIVX (26 years). WFIVX (0.56) is less costly to investors than VTSAX (0.04). VTSAX (2.00) and WFIVX (2.00) have comparable annual turnover. WFIVX has a lower initial minimum investment than VTSAX: WFIVX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.07 vs. WFIVX (8.49). VTSAX return over 5 years is better than : 91.40 vs. WFIVX (58.38).
| VTSAX | WFIVX | VTSAX / WFIVX | |
| Total Expense Ratio | 0.04 | 0.56 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.56 | 7% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 1.365 | 1.436 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 279M | 653,405% |
| Annual Yield % from dividends | 1.28 | 0.78 | 164% |
| Returns for 1 year | 10.07 | 8.49 | 119% |
| Returns for 3 years | 57.61 | 46.97 | 123% |
| Returns for 5 years | 91.40 | 58.38 | 157% |
| Returns for 10 years | 179.53 | 100.47 | 179% |
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