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VTSMX vs WTRCX
VTSMX vs WTRCX Comparison
Open Charts VTSMX vs WTRCX
Vanguard Total Stock Mkt Idx I
Price$152.11
Change-$0.50 (-0.33%)
VolumeN/A
Net Assets1.91T
Macquarie Core Equity Fund
Price$12.79
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets3.98B
VTSMX vs WTRCX Comparison Chart in %
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VTSMX vs. WTRCX commentary
Jul 30, 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. WTRCX (3.98B). VTSMX pays higher dividends than WTRCX: VTSMX (1.12) vs WTRCX (0.00). VTSMX was incepted earlier than WTRCX: VTSMX (33 years) vs WTRCX (33 years). WTRCX (1.75) is less costly to investors than VTSMX (0.14). WTRCX is a more actively managed with annual turnover of: 24.00 vs. VTSMX (2.00). WTRCX has a lower initial minimum investment than VTSMX: WTRCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.38 vs. WTRCX (-0.54). VTSMX return over 5 years is better than : 90.61 vs. WTRCX (4.42).
| VTSMX | WTRCX | VTSMX / WTRCX | |
| Total Expense Ratio | 0.14 | 1.74 | 8% |
| Annual Report Gross Expense Ratio | 0.14 | 1.75 | 8% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 8.280 | 9.691 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 3.98B | 48,004% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 16.38 | -0.54 | -3,009% |
| Returns for 3 years | 52.46 | -3.04 | -1,725% |
| Returns for 5 years | 90.61 | 4.42 | 2,048% |
| Returns for 10 years | 198.96 | -1.13 | -17,676% |
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