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FWOZX vs VSMPX
FWOZX vs VSMPX Comparison
Open Charts FWOZX vs VSMPX
Fidelity Advisor Women's Leadership Z
Price$16.21
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets132.11M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
FWOZX vs VSMPX Comparison Chart
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FWOZX vs. VSMPX commentary
May 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. FWOZX (132M). VSMPX pays higher dividends than FWOZX: VSMPX (1.37) vs FWOZX (0.44). 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 : 7.86 vs. FWOZX (-0.95). VSMPX return over 5 years is better than : 88.00 vs. FWOZX (64.30).
| 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 | -5.569 | -4.649 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | -0.95 | 7.86 | -12% |
| Returns for 3 years | 30.07 | 39.43 | 76% |
| Returns for 5 years | 64.30 | 88.00 | 73% |
| Returns for 10 years | N/A | 155.00 | - |