FWOZX
Price
$21.08
Change
-$0.04 (-0.19%)
Updated
Jul 24 closing price
Net Assets
181.28M
VSMPX
Price
$333.15
Change
+$0.08 (+0.02%)
Updated
Jul 24 closing price
Net Assets
2.3T
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FWOZX vs VSMPX

FWOZX vs VSMPX Comparison Chart in %
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VS
FWOZX vs. VSMPX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T 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: 25.00 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 : 18.99 vs. VSMPX (16.93). VSMPX return over 5 years is better than : 61.15 vs. FWOZX (37.62).
FWOZXVSMPXFWOZX / VSMPX
Total Expense Ratio0.570.022,850%
Annual Report Gross Expense Ratio0.570.022,850%
Fund Existence7 years11 years-
Gain YTD10.1888.847115%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets181M2.3T0%
Annual Yield % from dividends0.431.0641%
Returns for 1 year18.9916.93112%
Returns for 3 years45.7761.2875%
Returns for 5 years37.6261.1562%
Returns for 10 yearsN/A230.56-
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