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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
Boston Trust Walden Equity
Price$37.45
Change-$0.23 (-0.61%)
VolumeN/A
Net Assets238.35M
VTSMX vs WSEFX Comparison Chart in %
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VTSMX vs. WSEFX commentary
Sep 08, 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 WSEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. WSEFX (238M). VTSMX pays higher dividends than WSEFX: VTSMX (1.07) vs WSEFX (0.57). VTSMX was incepted earlier than WSEFX: VTSMX (33 years) vs WSEFX (26 years). WSEFX (0.96) is less costly to investors than VTSMX (0.14). WSEFX is a more actively managed with annual turnover of: 6.14 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than WSEFX: VTSMX (3000) vs WSEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. WSEFX (3.08). VTSMX return over 5 years is better than : 84.94 vs. WSEFX (43.41).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | 0.14 | 0.96 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 0.96 | 15% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 10.330 | 4.843 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95T | 238M | 820,588% |
| Annual Yield % from dividends | 1.07 | 0.57 | 188% |
| Returns for 1 year | 18.03 | 3.08 | 586% |
| Returns for 3 years | 63.63 | 24.51 | 260% |
| Returns for 5 years | 84.94 | 43.41 | 196% |
| Returns for 10 years | 224.15 | 125.80 | 178% |
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