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VTSMX vs WCEAX
VTSMX vs WCEAX Comparison
Open Charts VTSMX vs WCEAX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
Macquarie Core Equity Fund
Price$17.57
Change-$0.25 (-1.40%)
VolumeN/A
Net Assets3.77B
VTSMX vs WCEAX Comparison Chart
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VTSMX vs. WCEAX commentary
Jun 16, 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 VTSMX is a Buy and WCEAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WCEAX (3.77B). VTSMX pays higher dividends than WCEAX: VTSMX (1.18) vs WCEAX (0.17). VTSMX was incepted earlier than WCEAX: VTSMX (33 years) vs WCEAX (25 years). WCEAX (1.00) is less costly to investors than VTSMX (0.14). WCEAX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). WCEAX has a lower initial minimum investment than VTSMX: WCEAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. WCEAX (-0.29). VTSMX return over 5 years is better than : 91.36 vs. WCEAX (29.01).
| VTSMX | WCEAX | VTSMX / WCEAX | |
| Total Expense Ratio | 0.14 | 0.99 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 1.00 | 14% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 1.349 | 3.171 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 3.77B | 48,368% |
| Annual Yield % from dividends | 1.18 | 0.17 | 703% |
| Returns for 1 year | 10.06 | -0.29 | -3,499% |
| Returns for 3 years | 57.59 | 16.65 | 346% |
| Returns for 5 years | 91.36 | 29.01 | 315% |
| Returns for 10 years | 178.92 | 24.66 | 725% |
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