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FWOZX vs VTSAX
FWOZX vs VTSAX Comparison
Open Charts FWOZX vs VTSAX
Fidelity Advisor Women's Leadership Z
Price$14.93
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets135.11M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
FWOZX vs VTSAX Comparison Chart
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FWOZX vs. VTSAX commentary
Apr 18, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FWOZX (135M). VTSAX pays higher dividends than FWOZX: VTSAX (1.35) vs FWOZX (0.43). FWOZX was incepted earlier than VTSAX: FWOZX (6 years) vs VTSAX (24 years). FWOZX (0.58) is less costly to investors than VTSAX (0.04). FWOZX is a more actively managed with annual turnover of: 33.00 vs. VTSAX (2.00). FWOZX has a lower initial minimum investment than VTSAX: FWOZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 4.35 vs. FWOZX (-5.99). VTSAX return over 5 years is better than : 80.96 vs. FWOZX (59.10).
| FWOZX | VTSAX | FWOZX / VTSAX | |
| Total Expense Ratio | 0.58 | 0.04 | 1,450% |
| Annual Report Gross Expense Ratio | 0.58 | 0.04 | 1,450% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -13.013 | -10.856 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 1.7T | 0% |
| Annual Yield % from dividends | 0.43 | 1.35 | 32% |
| Returns for 1 year | -5.99 | 4.35 | -138% |
| Returns for 3 years | 7.86 | 17.54 | 45% |
| Returns for 5 years | 59.10 | 80.96 | 73% |
| Returns for 10 years | N/A | 146.20 | - |
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