Interact to see
Advertisement
Advertisement
VTSMX vs WPVLX
VTSMX vs WPVLX Comparison
Open Charts VTSMX vs WPVLX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
Weitz Multi Cap Equity-Investor Cl
Price$33.03
Change-$0.58 (-1.73%)
VolumeN/A
Net Assets566.47M
VTSMX vs WPVLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTSMX vs. WPVLX commentary
Jun 16, 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 WPVLX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WPVLX (566M). VTSMX pays higher dividends than WPVLX: VTSMX (1.18) vs WPVLX (0.00). VTSMX was incepted earlier than WPVLX: VTSMX (33 years) vs WPVLX (42 years). WPVLX (1.07) is less costly to investors than VTSMX (0.14). WPVLX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). WPVLX has a lower initial minimum investment than VTSMX: WPVLX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. WPVLX (5.66). VTSMX return over 5 years is better than : 91.36 vs. WPVLX (20.02).
| VTSMX | WPVLX | VTSMX / WPVLX | |
| Total Expense Ratio | 0.14 | 1.07 | 13% |
| Annual Report Gross Expense Ratio | 0.14 | 1.07 | 13% |
| Fund Existence | 33 years | 42 years | - |
| Gain YTD | 1.349 | 2.355 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 566M | 322,085% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 10.06 | 5.66 | 178% |
| Returns for 3 years | 57.59 | 21.75 | 265% |
| Returns for 5 years | 91.36 | 20.02 | 456% |
| Returns for 10 years | 178.92 | -4.40 | -4,067% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers