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FWOAX vs VTSMX
FWOAX vs VTSMX Comparison
Open Charts FWOAX vs VTSMX
Fidelity Advisor Women's Leadership A
Price$17.56
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets145.61M
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
FWOAX vs VTSMX Comparison Chart in %
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FWOAX vs. VTSMX commentary
Aug 08, 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 FWOAX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FWOAX (146M). VTSMX pays higher dividends than FWOAX: VTSMX (1.09) vs FWOAX (0.22). FWOAX was incepted earlier than VTSMX: FWOAX (6 years) vs VTSMX (33 years). FWOAX (0.98) is less costly to investors than VTSMX (0.14). FWOAX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (2.00). FWOAX has a lower initial minimum investment than VTSMX: FWOAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. FWOAX (12.41). VTSMX return over 5 years is better than : 83.91 vs. FWOAX (51.16).
| FWOAX | VTSMX | FWOAX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.14 | 700% |
| Annual Report Gross Expense Ratio | 0.98 | 0.14 | 700% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 3.700 | 7.450 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 1.91T | 0% |
| Annual Yield % from dividends | 0.22 | 1.09 | 20% |
| Returns for 1 year | 12.41 | 21.77 | 57% |
| Returns for 3 years | 33.10 | 50.15 | 66% |
| Returns for 5 years | 51.16 | 83.91 | 61% |
| Returns for 10 years | N/A | 196.78 | - |
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