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FWOEX vs VTSMX
FWOEX vs VTSMX Comparison
Open Charts FWOEX vs VTSMX
Fidelity Advisor Women's Leadership M
Price$17.35
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets149.91M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
FWOEX vs VTSMX Comparison Chart
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FWOEX vs. VTSMX commentary
Jan 19, 2025
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 FWOEX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. FWOEX (150M). VTSMX pays higher dividends than FWOEX: VTSMX (1.26) vs FWOEX (0.17). FWOEX was incepted earlier than VTSMX: FWOEX (6 years) vs VTSMX (33 years). FWOEX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). FWOEX has a lower initial minimum investment than VTSMX: FWOEX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. FWOEX (16.36). VTSMX return over 5 years is better than : 76.07 vs. FWOEX (53.65).
| FWOEX | VTSMX | FWOEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 2.967 | 2.241 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 1.78T | 0% |
| Annual Yield % from dividends | 0.17 | 1.26 | 14% |
| Returns for 1 year | 16.36 | 25.24 | 65% |
| Returns for 3 years | 19.42 | 28.94 | 67% |
| Returns for 5 years | 53.65 | 76.07 | 71% |
| Returns for 10 years | N/A | 194.99 | - |
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