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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
Weitz Large Cap Equity-Investor Cl
Price$53.46
Change+$0.14 (+0.26%)
VolumeN/A
Net Assets861.31M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Jul 28, 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 (861M). VTSMX pays higher dividends than WVALX: VTSMX (1.12) 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 : 17.75 vs. WVALX (-3.08). VTSMX return over 5 years is better than : 93.51 vs. WVALX (14.94).
| 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 | 8.287 | 1.674 | 495% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91T | 861M | 222,067% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 17.75 | -3.08 | -576% |
| Returns for 3 years | 60.60 | 7.46 | 813% |
| Returns for 5 years | 93.51 | 14.94 | 626% |
| Returns for 10 years | 200.97 | 21.47 | 936% |
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