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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
Boston Trust Walden Equity
Price$40.75
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets226.76M
VTSMX vs WSEFX Comparison Chart in %
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VTSMX vs. WSEFX commentary
Dec 04, 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 StrongBuy and WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. WSEFX (227M). VTSMX pays higher dividends than WSEFX: VTSMX (1.02) vs WSEFX (0.52). VTSMX was incepted earlier than WSEFX: VTSMX (34 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 : 11.43 vs. WSEFX (4.61). VTSMX return over 5 years is better than : 77.17 vs. WSEFX (42.83).
| VTSMX | WSEFX | VTSMX / WSEFX | |
| Total Expense Ratio | 0.14 | 0.96 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 0.96 | 15% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 15.489 | 13.074 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05T | 227M | 904,405% |
| Annual Yield % from dividends | 1.02 | 0.52 | 194% |
| Returns for 1 year | 11.43 | 4.61 | 248% |
| Returns for 3 years | 64.40 | 25.91 | 249% |
| Returns for 5 years | 77.17 | 42.83 | 180% |
| Returns for 10 years | 223.01 | 128.95 | 173% |
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