FWOZX
Price
$21.59
Change
-$0.21 (-0.96%)
Updated
Aug 20 closing price
Net Assets
180.23M
VSMPX
Price
$345.48
Change
+$1.68 (+0.49%)
Updated
Aug 21 closing price
Net Assets
2.29T
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FWOZX vs VSMPX

FWOZX vs VSMPX Comparison Chart in %
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VS
FWOZX vs. VSMPX commentary
Aug 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.29T vs. FWOZX (180M). VSMPX pays higher dividends than FWOZX: VSMPX (1.07) vs FWOZX (0.44). 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: 25.00 vs. VSMPX (3.00). FWOZX has a lower initial minimum investment than VSMPX: FWOZX (0) vs VSMPX (100000000). FWOZX (21.26) and VSMPX (21.03) have marching annual gain over last year. VSMPX return over 5 years is better than : 66.62 vs. FWOZX (40.33).
FWOZXVSMPXFWOZX / VSMPX
Total Expense Ratio0.570.022,850%
Annual Report Gross Expense Ratio0.570.022,850%
Fund Existence7 years11 years-
Gain YTD12.85412.876100%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets180M2.29T0%
Annual Yield % from dividends0.441.0741%
Returns for 1 year21.2621.03101%
Returns for 3 years56.7774.3376%
Returns for 5 years40.3366.6261%
Returns for 10 yearsN/A238.83-
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