Interact to see
Advertisement
Advertisement
FWOZX vs VFINX
FWOZX vs VFINX Comparison
Open Charts FWOZX vs VFINX
FWOZX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWOZX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. FWOZX (183M). VFINX pays higher dividends than FWOZX: VFINX (0.94) vs FWOZX (0.43). 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 annual gain was more profitable for investors over the last year : 16.76 vs. VFINX (15.25). VFINX return over 5 years is better than : 70.38 vs. FWOZX (38.46).
| 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 | 11.704 | 11.097 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 1.76T | 0% |
| Annual Yield % from dividends | 0.43 | 0.94 | 46% |
| Returns for 1 year | 16.76 | 15.25 | 110% |
| Returns for 3 years | 53.53 | 70.24 | 76% |
| Returns for 5 years | 38.46 | 70.38 | 55% |
| Returns for 10 years | N/A | 258.28 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement