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FWOZX vs VTSAX
FWOZX vs VTSAX Comparison
Open Charts FWOZX vs VTSAX
Fidelity Advisor Women's Leadership Z
Price$17.57
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets149.91M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
FWOZX vs VTSAX Comparison Chart
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FWOZX vs. VTSAX commentary
Jan 19, 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. FWOZX (150M). VTSAX pays higher dividends than FWOZX: VTSAX (1.35) vs FWOZX (0.70). FWOZX was incepted earlier than VTSAX: FWOZX (6 years) vs VTSAX (24 years). FWOZX is a more actively managed with annual turnover of: 22.00 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 : 25.26 vs. FWOZX (17.14). VTSAX return over 5 years is better than : 76.10 vs. FWOZX (58.41).
| FWOZX | VTSAX | FWOZX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 2.989 | 2.241 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 1.78T | 0% |
| Annual Yield % from dividends | 0.70 | 1.35 | 52% |
| Returns for 1 year | 17.14 | 25.26 | 68% |
| Returns for 3 years | 21.88 | 28.96 | 76% |
| Returns for 5 years | 58.41 | 76.10 | 77% |
| Returns for 10 years | N/A | 195.63 | - |
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