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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$52.48
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets840.27M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Aug 18, 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 WVALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. WVALX (840M). VTSMX pays higher dividends than WVALX: VTSMX (1.09) vs WVALX (0.00). VTSMX was incepted earlier than WVALX: VTSMX (33 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VTSMX (0.14). WVALX is a more actively managed with annual turnover of: 31.00 vs. VTSMX (2.00). WVALX has a lower initial minimum investment than VTSMX: WVALX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. WVALX (-7.65). VTSMX return over 5 years is better than : 85.82 vs. WVALX (9.31).
| VTSMX | WVALX | VTSMX / WVALX | |
| Total Expense Ratio | 0.14 | 1.03 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 1.03 | 14% |
| Fund Existence | 33 years | 39 years | - |
| Gain YTD | 9.266 | -0.190 | -4,872% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 840M | 227,262% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | 16.21 | -7.65 | -212% |
| Returns for 3 years | 46.80 | -4.69 | -999% |
| Returns for 5 years | 85.82 | 9.31 | 922% |
| Returns for 10 years | 202.54 | 18.84 | 1,075% |
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