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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
Weitz Large Cap Equity-Investor Cl
Price$51.54
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets812.99M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Sep 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 Hold and WVALX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. WVALX (813M). VTSMX pays higher dividends than WVALX: VTSMX (1.07) 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 : 15.63 vs. WVALX (-11.28). VTSMX return over 5 years is better than : 96.53 vs. WVALX (7.58).
| 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 | 12.949 | -1.978 | -655% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95T | 813M | 240,221% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 15.63 | -11.28 | -139% |
| Returns for 3 years | 80.25 | 14.99 | 535% |
| Returns for 5 years | 96.53 | 7.58 | 1,274% |
| Returns for 10 years | 249.92 | 31.31 | 798% |
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