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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 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T 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 (29.67) and VTSMX (28.26) have marching annual gain over last year. VTSMX return over 5 years is better than : 72.41 vs. FWOAX (46.06).
| 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 | 15.084 | 11.384 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 2.2T | 0% |
| Annual Yield % from dividends | 0.11 | 0.93 | 12% |
| Returns for 1 year | 29.67 | 28.26 | 105% |
| Returns for 3 years | 59.90 | 76.02 | 79% |
| Returns for 5 years | 46.06 | 72.41 | 64% |
| Returns for 10 years | N/A | 259.99 | - |
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