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FWOZX vs VFINX
FWOZX vs VFINX Comparison
Open Charts FWOZX vs VFINX
FWOZX vs VFINX Comparison Chart in %
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FWOZX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. FWOZX (180M). VFINX pays higher dividends than FWOZX: VFINX (0.97) vs FWOZX (0.44). FWOZX was incepted earlier than VFINX: FWOZX (7 years) vs VFINX (50 years). FWOZX (0.57) is less costly to investors than VFINX (0.14). FWOZX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). FWOZX (0) and VFINX (0) have matching initial minimum investment requirements. FWOZX (21.26) and VFINX (20.50) have marching annual gain over last year. VFINX return over 5 years is better than : 72.92 vs. FWOZX (40.33).
| FWOZX | VFINX | FWOZX / VFINX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.57 | 0.14 | 407% |
| Fund Existence | 7 years | 50 years | - |
| Gain YTD | 12.854 | 12.242 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 1.69T | 0% |
| Annual Yield % from dividends | 0.44 | 0.97 | 45% |
| Returns for 1 year | 21.26 | 20.50 | 104% |
| Returns for 3 years | 56.77 | 75.08 | 76% |
| Returns for 5 years | 40.33 | 72.92 | 55% |
| Returns for 10 years | N/A | 251.01 | - |
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