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VTSMX vs WFIVX
VTSMX vs WFIVX Comparison
Open Charts VTSMX vs WFIVX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FT Wilshire 5000 Index Invmt
Price$34.94
Change+$0.29 (+0.84%)
VolumeN/A
Net Assets293.45M
VTSMX vs WFIVX Comparison Chart in %
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VTSMX vs. WFIVX commentary
Jul 07, 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 (293M). VTSMX pays higher dividends than WFIVX: VTSMX (1.12) vs WFIVX (0.75). 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 : 13.89 vs. WFIVX (12.21). VTSMX return over 5 years is better than : 95.59 vs. WFIVX (61.88).
| 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 | 6.421 | 6.785 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 293M | 622,184% |
| Annual Yield % from dividends | 1.12 | 0.75 | 150% |
| Returns for 1 year | 13.89 | 12.21 | 114% |
| Returns for 3 years | 62.08 | 51.04 | 122% |
| Returns for 5 years | 95.59 | 61.88 | 154% |
| Returns for 10 years | 198.05 | 113.93 | 174% |
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