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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
Boston Trust Walden Equity
Price$36.41
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets244.44M
VTSMX vs WSEFX Comparison Chart in %
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VTSMX vs. WSEFX 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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WSEFX (244M). VTSMX pays higher dividends than WSEFX: VTSMX (1.12) vs WSEFX (0.59). 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 : 13.89 vs. WSEFX (0.68). VTSMX return over 5 years is better than : 95.59 vs. WSEFX (52.96).
| 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 | 6.421 | 1.932 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 244M | 747,131% |
| Annual Yield % from dividends | 1.12 | 0.59 | 189% |
| Returns for 1 year | 13.89 | 0.68 | 2,035% |
| Returns for 3 years | 62.08 | 24.55 | 253% |
| Returns for 5 years | 95.59 | 52.96 | 181% |
| Returns for 10 years | 198.05 | 111.04 | 178% |
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