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FWOZX vs VSMPX
FWOZX vs VSMPX Comparison
Open Charts FWOZX vs VSMPX
FWOZX vs VSMPX Comparison Chart in %
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FWOZX vs. VSMPX commentary
Jul 06, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. FWOZX (181M). VSMPX pays higher dividends than FWOZX: VSMPX (1.06) vs FWOZX (0.43). FWOZX was incepted earlier than VSMPX: FWOZX (7 years) vs VSMPX (11 years). FWOZX (0.57) is less costly to investors than VSMPX (0.02). FWOZX is a more actively managed with annual turnover of: 45.00 vs. VSMPX (3.00). FWOZX has a lower initial minimum investment than VSMPX: FWOZX (0) vs VSMPX (100000000). FWOZX annual gain was more profitable for investors over the last year : 23.43 vs. VSMPX (20.88). VSMPX return over 5 years is better than : 64.59 vs. FWOZX (39.56).
| FWOZX | VSMPX | FWOZX / VSMPX | |
| Total Expense Ratio | 0.57 | 0.02 | 2,850% |
| Annual Report Gross Expense Ratio | 0.57 | 0.02 | 2,850% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 11.600 | 10.112 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 2.31T | 0% |
| Annual Yield % from dividends | 0.43 | 1.06 | 41% |
| Returns for 1 year | 23.43 | 20.88 | 112% |
| Returns for 3 years | 51.67 | 67.60 | 76% |
| Returns for 5 years | 39.56 | 64.59 | 61% |
| Returns for 10 years | N/A | 245.96 | - |
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