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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
FT Wilshire 5000 Index Invmt
Price$37.12
Change+$0.16 (+0.43%)
VolumeN/A
Net Assets305.13M
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Oct 19, 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: 2.02T vs. WFIVX (305M). VTSMX pays higher dividends than WFIVX: VTSMX (1.04) vs WFIVX (0.69). 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 : 13.79 vs. WFIVX (12.17). VTSMX return over 5 years is better than : 84.86 vs. WFIVX (53.28).
| 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 | 13.012 | 13.447 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02T | 305M | 661,311% |
| Annual Yield % from dividends | 1.04 | 0.69 | 151% |
| Returns for 1 year | 13.79 | 12.17 | 113% |
| Returns for 3 years | 76.02 | 63.67 | 119% |
| Returns for 5 years | 84.86 | 53.28 | 159% |
| Returns for 10 years | 225.10 | 131.46 | 171% |
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