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VTSAX vs WVALX
VTSAX vs WVALX Comparison
Open Charts VTSAX vs WVALX
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
Weitz Large Cap Equity-Investor Cl
Price$51.64
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets807.86M
VTSAX vs WVALX Comparison Chart in %
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VTSAX vs. WVALX 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 VTSAX is a Hold and WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. WVALX (808M). VTSAX pays higher dividends than WVALX: VTSAX (1.13) vs WVALX (0.00). VTSAX was incepted earlier than WVALX: VTSAX (25 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VTSAX (0.04). WVALX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). WVALX has a lower initial minimum investment than VTSAX: WVALX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. WVALX (-12.44). VTSAX return over 5 years is better than : 84.90 vs. WVALX (2.46).
| VTSAX | WVALX | VTSAX / WVALX | |
| Total Expense Ratio | 0.04 | 1.03 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.03 | 4% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 13.023 | -1.788 | -728% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02T | 808M | 249,629% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 13.81 | -12.44 | -111% |
| Returns for 3 years | 76.08 | 12.78 | 595% |
| Returns for 5 years | 84.90 | 2.46 | 3,451% |
| Returns for 10 years | 225.85 | 24.13 | 936% |
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