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VTSMX vs WVALX
VTSMX vs WVALX Comparison
Open Charts VTSMX vs WVALX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
Weitz Large Cap Equity-Investor Cl
Price$53.37
Change+$0.39 (+0.74%)
VolumeN/A
Net Assets864.68M
VTSMX vs WVALX Comparison Chart in %
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VTSMX vs. WVALX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WVALX (865M). 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: 20.00 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 : 13.89 vs. WVALX (-1.91). VTSMX return over 5 years is better than : 95.59 vs. WVALX (19.58).
| 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 | 6.421 | 1.502 | 427% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 865M | 210,751% |
| Annual Yield % from dividends | 1.12 | 0.00 | - |
| Returns for 1 year | 13.89 | -1.91 | -727% |
| Returns for 3 years | 62.08 | 10.59 | 586% |
| Returns for 5 years | 95.59 | 19.58 | 488% |
| Returns for 10 years | 198.05 | 23.91 | 828% |
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