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FWOAX vs VTSMX
FWOAX vs VTSMX Comparison
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FWOAX vs VTSMX Comparison Chart in %
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FWOAX vs. VTSMX commentary
Jun 24, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. FWOAX (180M). VTSMX pays higher dividends than FWOAX: VTSMX (0.93) vs FWOAX (0.11). FWOAX was incepted earlier than VTSMX: FWOAX (7 years) vs VTSMX (34 years). FWOAX (0.98) is less costly to investors than VTSMX (0.06). FWOAX is a more actively managed with annual turnover of: 45.00 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 : 29.74 vs. VTSMX (26.19). VTSMX return over 5 years is better than : 68.72 vs. FWOAX (40.96).
| FWOAX | VTSMX | FWOAX / VTSMX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 0.98 | 0.06 | 1,633% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 12.315 | 10.391 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 2.31T | 0% |
| Annual Yield % from dividends | 0.11 | 0.93 | 12% |
| Returns for 1 year | 29.74 | 26.19 | 114% |
| Returns for 3 years | 55.19 | 72.57 | 76% |
| Returns for 5 years | 40.96 | 68.72 | 60% |
| Returns for 10 years | N/A | 268.89 | - |
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