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FWOAX vs VTSMX
FWOAX vs VTSMX Comparison
Open Charts FWOAX vs VTSMX
FWOAX vs VTSMX Comparison Chart in %
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FWOAX vs. VTSMX commentary
Jul 14, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. FWOAX (181M). VTSMX pays higher dividends than FWOAX: VTSMX (0.99) vs FWOAX (0.11). FWOAX was incepted earlier than VTSMX: FWOAX (7 years) vs VTSMX (34 years). FWOAX (0.97) is less costly to investors than VTSMX (0.06). FWOAX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (3.00). FWOAX (0) and VTSMX (0) have matching initial minimum investment requirements. FWOAX annual gain was more profitable for investors over the last year : 23.78 vs. VTSMX (21.46). VTSMX return over 5 years is better than : 66.43 vs. FWOAX (39.53).
| FWOAX | VTSMX | FWOAX / VTSMX | |
| Total Expense Ratio | 0.97 | 0.06 | 1,617% |
| Annual Report Gross Expense Ratio | 0.97 | 0.06 | 1,617% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 12.632 | 11.201 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 2.3T | 0% |
| Annual Yield % from dividends | 0.11 | 0.99 | 11% |
| Returns for 1 year | 23.78 | 21.46 | 111% |
| Returns for 3 years | 49.46 | 66.96 | 74% |
| Returns for 5 years | 39.53 | 66.43 | 60% |
| Returns for 10 years | N/A | 249.71 | - |
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