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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FT Wilshire 5000 Index Invmt
Price$37.39
Change-$0.67 (-1.76%)
VolumeN/A
Net Assets300.28M
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Nov 14, 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 Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. WFIVX (300M). VTSMX pays higher dividends than WFIVX: VTSMX (1.02) vs WFIVX (0.68). VTSMX was incepted earlier than WFIVX: VTSMX (34 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 : 13.42 vs. WFIVX (11.83). VTSMX return over 5 years is better than : 83.98 vs. WFIVX (52.42).
| VTSMX | WFIVX | VTSMX / WFIVX | |
| Total Expense Ratio | 0.14 | 0.56 | 25% |
| Annual Report Gross Expense Ratio | 0.14 | 0.56 | 25% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 15.972 | 16.320 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05T | 300M | 684,333% |
| Annual Yield % from dividends | 1.02 | 0.68 | 151% |
| Returns for 1 year | 13.42 | 11.83 | 113% |
| Returns for 3 years | 68.22 | 56.30 | 121% |
| Returns for 5 years | 83.98 | 52.42 | 160% |
| Returns for 10 years | 235.40 | 138.25 | 170% |
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