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VTSMX vs WSEFX
VTSMX vs WSEFX Comparison
Open Charts VTSMX vs WSEFX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
Boston Trust Walden Equity
Price$34.88
Change-$0.48 (-1.36%)
VolumeN/A
Net Assets236.64M
VTSMX vs WSEFX Comparison Chart
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VTSMX vs. WSEFX 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 WSEFX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WSEFX (237M). VTSMX pays higher dividends than WSEFX: VTSMX (1.18) vs WSEFX (0.61). 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 : 10.06 vs. WSEFX (-2.45). VTSMX return over 5 years is better than : 91.36 vs. WSEFX (50.08).
| 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 | 1.349 | -2.352 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 237M | 769,198% |
| Annual Yield % from dividends | 1.18 | 0.61 | 195% |
| Returns for 1 year | 10.06 | -2.45 | -411% |
| Returns for 3 years | 57.59 | 21.81 | 264% |
| Returns for 5 years | 91.36 | 50.08 | 182% |
| Returns for 10 years | 178.92 | 100.56 | 178% |
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