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FWOAX vs VSMPX
FWOAX vs VSMPX Comparison
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FWOAX vs VSMPX Comparison Chart in %
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FWOAX vs. VSMPX commentary
Aug 03, 2026
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 FWOAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. FWOAX (180M). VSMPX pays higher dividends than FWOAX: VSMPX (1.07) vs FWOAX (0.11). FWOAX was incepted earlier than VSMPX: FWOAX (7 years) vs VSMPX (11 years). FWOAX (0.97) is less costly to investors than VSMPX (0.02). FWOAX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (3.00). FWOAX has a lower initial minimum investment than VSMPX: FWOAX (0) vs VSMPX (100000000). FWOAX annual gain was more profitable for investors over the last year : 19.88 vs. VSMPX (18.52). VSMPX return over 5 years is better than : 63.19 vs. FWOAX (35.93).
| FWOAX | VSMPX | FWOAX / VSMPX | |
| Total Expense Ratio | 0.97 | 0.02 | 4,850% |
| Annual Report Gross Expense Ratio | 0.97 | 0.02 | 4,850% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 10.785 | 9.883 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 2.3T | 0% |
| Annual Yield % from dividends | 0.11 | 1.07 | 11% |
| Returns for 1 year | 19.88 | 18.52 | 107% |
| Returns for 3 years | 44.70 | 62.22 | 72% |
| Returns for 5 years | 35.93 | 63.19 | 57% |
| Returns for 10 years | N/A | 235.86 | - |
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