FWOCX
Price
$20.54
Change
+$0.15 (+0.74%)
Updated
Jul 9 closing price
Net Assets
181.28M
VTSMX
Price
$180.83
Change
+$1.57 (+0.88%)
Updated
Jul 9 closing price
Net Assets
2.3T
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FWOCX vs VTSMX

FWOCX vs VTSMX Comparison Chart in %
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FWOCX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. FWOCX (181M). VTSMX pays higher dividends than FWOCX: VTSMX (0.99) vs FWOCX (0.00). FWOCX was incepted earlier than VTSMX: FWOCX (7 years) vs VTSMX (34 years). FWOCX (1.73) is less costly to investors than VTSMX (0.06). FWOCX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (3.00). FWOCX (0) and VTSMX (0) have matching initial minimum investment requirements. FWOCX annual gain was more profitable for investors over the last year : 21.51 vs. VTSMX (19.87). VTSMX return over 5 years is better than : 63.71 vs. FWOCX (31.89).
FWOCXVTSMXFWOCX / VTSMX
Total Expense Ratio1.730.062,883%
Annual Report Gross Expense Ratio1.730.062,883%
Fund Existence7 years34 years-
Gain YTD10.8759.902110%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets181M2.3T0%
Annual Yield % from dividends0.000.99-
Returns for 1 year21.5119.87108%
Returns for 3 years46.9068.6568%
Returns for 5 years31.8963.7150%
Returns for 10 yearsN/A249.58-
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