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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
Weitz Large Cap Equity-Investor Cl
Price$50.87
Change-$0.62 (-1.20%)
VolumeN/A
Net Assets796.51M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Nov 14, 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 Hold and WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. WVALX (797M). 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 : 13.42 vs. WVALX (-15.21). VTSMX return over 5 years is better than : 83.98 vs. WVALX (-2.05).
| 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 | 15.972 | -2.073 | -770% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05T | 797M | 257,591% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.42 | -15.21 | -88% |
| Returns for 3 years | 68.22 | 4.38 | 1,558% |
| Returns for 5 years | 83.98 | -2.05 | -4,088% |
| Returns for 10 years | 235.40 | 24.85 | 947% |
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