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VTSAX vs WVALX
VTSAX vs WVALX Comparison
Open Charts VTSAX vs WVALX
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$52.48
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets840.27M
VTSAX vs WVALX Comparison Chart in %
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VTSAX 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 VTSAX is a Buy and WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. WVALX (840M). VTSAX pays higher dividends than WVALX: VTSAX (1.18) 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 : 16.22 vs. WVALX (-7.65). VTSAX return over 5 years is better than : 85.86 vs. WVALX (9.31).
| 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 | 9.275 | -0.190 | -4,877% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 840M | 227,262% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 16.22 | -7.65 | -212% |
| Returns for 3 years | 46.82 | -4.69 | -999% |
| Returns for 5 years | 85.86 | 9.31 | 922% |
| Returns for 10 years | 203.17 | 18.84 | 1,078% |
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