Ad is loading...
FWOZX vs VSMPX
FWOZX vs VSMPX Comparison
Open Charts FWOZX vs VSMPX
Fidelity Advisor Women's Leadership Z
Price$14.93
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets135.11M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
FWOZX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWOZX vs. VSMPX commentary
Apr 18, 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 Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. FWOZX (135M). VSMPX pays higher dividends than FWOZX: VSMPX (1.37) vs FWOZX (0.43). FWOZX was incepted earlier than VSMPX: FWOZX (6 years) vs VSMPX (10 years). FWOZX (0.58) is less costly to investors than VSMPX (0.02). FWOZX is a more actively managed with annual turnover of: 33.00 vs. VSMPX (2.00). FWOZX has a lower initial minimum investment than VSMPX: FWOZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 4.36 vs. FWOZX (-5.99). VSMPX return over 5 years is better than : 81.01 vs. FWOZX (59.10).
| FWOZX | VSMPX | FWOZX / VSMPX | |
| Total Expense Ratio | 0.58 | 0.02 | 2,900% |
| Annual Report Gross Expense Ratio | 0.58 | 0.02 | 2,900% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | -13.013 | -10.853 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 1.7T | 0% |
| Annual Yield % from dividends | 0.43 | 1.37 | 32% |
| Returns for 1 year | -5.99 | 4.36 | -137% |
| Returns for 3 years | 7.86 | 17.57 | 45% |
| Returns for 5 years | 59.10 | 81.01 | 73% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers