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FWOZX vs VFIAX
FWOZX vs VFIAX Comparison
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FWOZX vs VFIAX Comparison Chart in %
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FWOZX vs. VFIAX commentary
Aug 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. FWOZX (180M). VFIAX pays higher dividends than FWOZX: VFIAX (1.06) vs FWOZX (0.44). 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 (21.26) and VFIAX (20.50) have marching annual gain over last year. VFIAX return over 5 years is better than : 72.92 vs. FWOZX (40.33).
| FWOZX | VFIAX | FWOZX / VFIAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.57 | 0.04 | 1,425% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 12.854 | 12.253 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 1.69T | 0% |
| Annual Yield % from dividends | 0.44 | 1.06 | 41% |
| Returns for 1 year | 21.26 | 20.50 | 104% |
| Returns for 3 years | 56.77 | 75.09 | 76% |
| Returns for 5 years | 40.33 | 72.92 | 55% |
| Returns for 10 years | N/A | 251.00 | - |
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