FWOZX
Price
$21.60
Change
+$0.23 (+1.08%)
Updated
Sep 11 closing price
Net Assets
183.49M
VFIAX
Price
$708.02
Change
+$6.07 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.76T
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FWOZX vs VFIAX

FWOZX vs VFIAX Comparison Chart in %
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FWOZX vs. VFIAX commentary
Sep 13, 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 FWOZX is a Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. FWOZX (183M). VFIAX pays higher dividends than FWOZX: VFIAX (1.03) vs FWOZX (0.43). FWOZX was incepted earlier than VFIAX: FWOZX (7 years) vs VFIAX (26 years). FWOZX (0.57) is less costly to investors than VFIAX (0.04). FWOZX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). FWOZX has a lower initial minimum investment than VFIAX: FWOZX (0) vs VFIAX (3000). FWOZX annual gain was more profitable for investors over the last year : 16.76 vs. VFIAX (15.25). VFIAX return over 5 years is better than : 70.39 vs. FWOZX (38.46).
FWOZXVFIAXFWOZX / VFIAX
Total Expense Ratio0.570.041,425%
Annual Report Gross Expense Ratio0.570.041,425%
Fund Existence7 years26 years-
Gain YTD11.70411.115105%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets183M1.76T0%
Annual Yield % from dividends0.431.0342%
Returns for 1 year16.7615.25110%
Returns for 3 years53.5370.2676%
Returns for 5 years38.4670.3955%
Returns for 10 yearsN/A258.35-
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