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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
FT Wilshire 5000 Index Invmt
Price$35.65
Change-$0.21 (-0.59%)
VolumeN/A
Net Assets297.9M
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Aug 20, 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 WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. WFIVX (298M). VTSMX pays higher dividends than WFIVX: VTSMX (1.09) vs WFIVX (0.73). VTSMX was incepted earlier than WFIVX: VTSMX (33 years) vs WFIVX (27 years). WFIVX (0.56) is less costly to investors than VTSMX (0.14). VTSMX (2.00) and WFIVX (2.00) have comparable annual turnover. WFIVX has a lower initial minimum investment than VTSMX: WFIVX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.00 vs. WFIVX (14.33). VTSMX return over 5 years is better than : 85.57 vs. WFIVX (53.65).
| VTSMX | WFIVX | VTSMX / WFIVX | |
| Total Expense Ratio | 0.14 | 0.56 | 25% |
| Annual Report Gross Expense Ratio | 0.14 | 0.56 | 25% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 9.302 | 9.597 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 298M | 640,604% |
| Annual Yield % from dividends | 1.09 | 0.73 | 150% |
| Returns for 1 year | 16.00 | 14.33 | 112% |
| Returns for 3 years | 49.89 | 39.77 | 125% |
| Returns for 5 years | 85.57 | 53.65 | 160% |
| Returns for 10 years | 221.45 | 130.15 | 170% |