Interact to see
Advertisement
Advertisement
VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
FT Wilshire 5000 Index Invmt
Price$33.19
Change-$0.39 (-1.16%)
VolumeN/A
Net Assets278.77M
VTSMX vs WFIVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTSMX vs. WFIVX commentary
Jun 15, 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: 1.82T vs. WFIVX (279M). VTSMX pays higher dividends than WFIVX: VTSMX (1.18) vs WFIVX (0.78). VTSMX was incepted earlier than WFIVX: VTSMX (33 years) vs WFIVX (26 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 : 10.06 vs. WFIVX (8.49). VTSMX return over 5 years is better than : 91.36 vs. WFIVX (58.38).
| 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 | 26 years | - |
| Gain YTD | 1.349 | 1.436 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 279M | 653,405% |
| Annual Yield % from dividends | 1.18 | 0.78 | 151% |
| Returns for 1 year | 10.06 | 8.49 | 118% |
| Returns for 3 years | 57.59 | 46.97 | 123% |
| Returns for 5 years | 91.36 | 58.38 | 157% |
| Returns for 10 years | 178.92 | 100.47 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement