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VTSAX vs WTRCX
VTSAX vs WTRCX Comparison
Open Charts VTSAX vs WTRCX
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
Macquarie Core Equity Fund
Price$12.70
Change+$0.13 (+1.03%)
VolumeN/A
Net Assets3.95B
VTSAX vs WTRCX Comparison Chart in %
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VTSAX vs. WTRCX commentary
Jul 07, 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. WTRCX (3.96B). VTSAX pays higher dividends than WTRCX: VTSAX (1.21) vs WTRCX (0.00). VTSAX was incepted earlier than WTRCX: VTSAX (25 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VTSAX (0.04). WTRCX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). WTRCX has a lower initial minimum investment than VTSAX: WTRCX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. WTRCX (-1.17). VTSAX return over 5 years is better than : 95.62 vs. WTRCX (9.31).
| VTSAX | WTRCX | VTSAX / WTRCX | |
| Total Expense Ratio | 0.04 | 1.74 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.75 | 2% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 6.416 | 8.919 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 3.96B | 46,094% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 13.89 | -1.17 | -1,190% |
| Returns for 3 years | 62.12 | 4.25 | 1,461% |
| Returns for 5 years | 95.62 | 9.31 | 1,027% |
| Returns for 10 years | 198.69 | 0.51 | 39,329% |
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