VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
WSEFX
Price
$36.41
Change
+$0.24 (+0.66%)
Updated
Jul 3 closing price
Net Assets
244.44M
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VTSMX vs WSEFX

Header iconVTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFXBanner chart's image
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.

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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).
VTSMXWSEFXVTSMX / WSEFX
Total Expense Ratio0.140.9615%
Annual Report Gross Expense Ratio0.140.9615%
Fund Existence33 years26 years-
Gain YTD6.4211.932332%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets1.82T244M747,131%
Annual Yield % from dividends1.120.59189%
Returns for 1 year13.890.682,035%
Returns for 3 years62.0824.55253%
Returns for 5 years95.5952.96181%
Returns for 10 years198.05111.04178%
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