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VTSAX vs WVALX
VTSAX vs WVALX Comparison
Open Charts VTSAX vs WVALX
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$53.46
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets861.31M
VTSAX vs WVALX Comparison Chart in %
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VTSAX vs. WVALX commentary
Jul 28, 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. WVALX (861M). VTSAX pays higher dividends than WVALX: VTSAX (1.21) 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 : 17.75 vs. WVALX (-3.08). VTSAX return over 5 years is better than : 93.55 vs. WVALX (14.94).
| 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 | 8.289 | 1.674 | 495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 861M | 222,067% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 17.75 | -3.08 | -576% |
| Returns for 3 years | 60.63 | 7.46 | 813% |
| Returns for 5 years | 93.55 | 14.94 | 626% |
| Returns for 10 years | 201.64 | 21.47 | 939% |
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