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FWOZX vs VFINX
FWOZX vs VFINX Comparison
Open Charts FWOZX vs VFINX
Fidelity Advisor Women's Leadership Z
Price$16.27
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets132.11M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
FWOZX vs VFINX Comparison Chart
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FWOZX vs. VFINX commentary
May 11, 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 FWOZX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. FWOZX (132M). VFINX pays higher dividends than FWOZX: VFINX (1.25) vs FWOZX (0.44). FWOZX was incepted earlier than VFINX: FWOZX (6 years) vs VFINX (49 years). FWOZX (0.58) is less costly to investors than VFINX (0.14). FWOZX is a more actively managed with annual turnover of: 33.00 vs. VFINX (2.00). FWOZX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. FWOZX (-0.63). VFINX return over 5 years is better than : 93.15 vs. FWOZX (65.94).
| FWOZX | VFINX | FWOZX / VFINX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 6 years | 49 years | - |
| Gain YTD | -4.631 | -3.683 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 1.34T | 0% |
| Annual Yield % from dividends | 0.44 | 1.25 | 35% |
| Returns for 1 year | -0.63 | 8.59 | -7% |
| Returns for 3 years | 31.46 | 41.54 | 76% |
| Returns for 5 years | 65.94 | 93.15 | 71% |
| Returns for 10 years | N/A | 169.87 | - |
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