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FWOAX vs VTSMX
FWOAX vs VTSMX Comparison
Open Charts FWOAX vs VTSMX
Fidelity Advisor Women's Leadership A
Price$14.64
Change-$0.53 (-3.49%)
VolumeN/A
Net Assets135.11M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FWOAX vs VTSMX Comparison Chart
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FWOAX vs. VTSMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FWOAX (135M). VTSMX pays higher dividends than FWOAX: VTSMX (1.25) vs FWOAX (0.22). FWOAX was incepted earlier than VTSMX: FWOAX (6 years) vs VTSMX (33 years). FWOAX (0.99) is less costly to investors than VTSMX (0.14). FWOAX is a more actively managed with annual turnover of: 33.00 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 : 4.72 vs. FWOAX (-6.63). VTSMX return over 5 years is better than : 92.15 vs. FWOAX (65.81).
| FWOAX | VTSMX | FWOAX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 0.99 | 0.14 | 707% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -10.343 | -7.881 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 1.7T | 0% |
| Annual Yield % from dividends | 0.22 | 1.25 | 17% |
| Returns for 1 year | -6.63 | 4.72 | -140% |
| Returns for 3 years | 9.34 | 20.95 | 45% |
| Returns for 5 years | 65.81 | 92.15 | 71% |
| Returns for 10 years | N/A | 154.63 | - |
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