FWOZX
Price
$21.25
Change
-$0.46 (-2.12%)
Updated
Jun 12 closing price
Net Assets
180.3M
VSMPX
Price
$334.71
Change
+$1.65 (+0.50%)
Updated
Jun 12 closing price
Net Assets
2.31T
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FWOZX vs VSMPX

Header iconFWOZX vs VSMPX Comparison
Open Charts FWOZX vs VSMPXBanner chart's image
FWOZX vs VSMPX Comparison Chart in %
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VS
FWOZX vs. VSMPX commentary
Jun 16, 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 VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. FWOZX (180M). VSMPX pays higher dividends than FWOZX: VSMPX (1.02) vs FWOZX (0.34). 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). VSMPX annual gain was more profitable for investors over the last year : 24.94 vs. FWOZX (22.66). VSMPX return over 5 years is better than : 67.63 vs. FWOZX (42.35).
FWOZXVSMPXFWOZX / VSMPX
Total Expense Ratio0.570.022,850%
Annual Report Gross Expense Ratio0.570.022,850%
Fund Existence7 years11 years-
Gain YTD11.0779.337119%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets180M2.31T0%
Annual Yield % from dividends0.341.0233%
Returns for 1 year22.6624.9491%
Returns for 3 years52.5667.7078%
Returns for 5 years42.3567.6363%
Returns for 10 yearsN/A248.82-
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