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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
Weitz Large Cap Equity-Investor Cl
Price$51.83
Change+$0.18 (+0.35%)
VolumeN/A
Net Assets790.45M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Dec 04, 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 StrongBuy and WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. WVALX (790M). VTSMX pays higher dividends than WVALX: VTSMX (1.02) vs WVALX (0.00). VTSMX was incepted earlier than WVALX: VTSMX (34 years) vs WVALX (40 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 : 11.43 vs. WVALX (-15.29). VTSMX return over 5 years is better than : 77.17 vs. WVALX (-2.75).
| VTSMX | WVALX | VTSMX / WVALX | |
| Total Expense Ratio | 0.14 | 1.03 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 1.03 | 14% |
| Fund Existence | 34 years | 40 years | - |
| Gain YTD | 15.489 | -1.769 | -876% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05T | 790M | 259,873% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 11.43 | -15.29 | -75% |
| Returns for 3 years | 64.40 | 2.30 | 2,803% |
| Returns for 5 years | 77.17 | -2.75 | -2,807% |
| Returns for 10 years | 223.01 | 23.80 | 937% |
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