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VTSMX vs WTRCX
VTSMX vs WTRCX Comparison
Open Charts VTSMX vs WTRCX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
Macquarie Core Equity Fund
Price$11.99
Change-$0.17 (-1.40%)
VolumeN/A
Net Assets3.77B
VTSMX vs WTRCX Comparison Chart
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VTSMX vs. WTRCX commentary
Jun 15, 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: 1.82T vs. WTRCX (3.77B). VTSMX pays higher dividends than WTRCX: VTSMX (1.18) 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: 35.00 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 : 10.06 vs. WTRCX (-4.99). VTSMX return over 5 years is better than : 91.36 vs. WTRCX (6.21).
| 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 | 1.349 | 2.830 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 3.77B | 48,368% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 10.06 | -4.99 | -201% |
| Returns for 3 years | 57.59 | 0.74 | 7,800% |
| Returns for 5 years | 91.36 | 6.21 | 1,472% |
| Returns for 10 years | 178.92 | -6.22 | -2,874% |
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