FWOCX
Price
$20.54
Change
+$0.15 (+0.74%)
Updated
Jul 9 closing price
Net Assets
181.28M
VSMPX
Price
$339.34
Change
+$2.96 (+0.88%)
Updated
Jul 9 closing price
Net Assets
2.3T
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FWOCX vs VSMPX

FWOCX vs VSMPX Comparison Chart in %
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VS
FWOCX vs. VSMPX commentary
Jul 11, 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 FWOCX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. FWOCX (181M). VSMPX pays higher dividends than FWOCX: VSMPX (1.06) vs FWOCX (0.00). FWOCX was incepted earlier than VSMPX: FWOCX (7 years) vs VSMPX (11 years). FWOCX (1.73) is less costly to investors than VSMPX (0.02). FWOCX is a more actively managed with annual turnover of: 45.00 vs. VSMPX (3.00). FWOCX has a lower initial minimum investment than VSMPX: FWOCX (0) vs VSMPX (100000000). FWOCX annual gain was more profitable for investors over the last year : 21.51 vs. VSMPX (19.88). VSMPX return over 5 years is better than : 63.80 vs. FWOCX (31.89).
FWOCXVSMPXFWOCX / VSMPX
Total Expense Ratio1.730.028,650%
Annual Report Gross Expense Ratio1.730.028,650%
Fund Existence7 years11 years-
Gain YTD10.8759.903110%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets181M2.3T0%
Annual Yield % from dividends0.001.06-
Returns for 1 year21.5119.88108%
Returns for 3 years46.9068.7168%
Returns for 5 years31.8963.8050%
Returns for 10 yearsN/A239.25-
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