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FWOZX vs VTSMX
FWOZX vs VTSMX Comparison
Open Charts FWOZX vs VTSMX
Fidelity Advisor Women's Leadership Z
Price$16.21
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets132.11M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
FWOZX vs VTSMX Comparison Chart
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FWOZX vs. VTSMX commentary
May 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FWOZX (132M). VTSMX pays higher dividends than FWOZX: VTSMX (1.26) vs FWOZX (0.44). FWOZX was incepted earlier than VTSMX: FWOZX (6 years) vs VTSMX (33 years). FWOZX (0.58) is less costly to investors than VTSMX (0.14). FWOZX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). FWOZX has a lower initial minimum investment than VTSMX: FWOZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. FWOZX (-0.95). VTSMX return over 5 years is better than : 87.92 vs. FWOZX (64.30).
| FWOZX | VTSMX | FWOZX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | -5.569 | -4.660 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | -0.95 | 7.85 | -12% |
| Returns for 3 years | 30.07 | 39.37 | 76% |
| Returns for 5 years | 64.30 | 87.92 | 73% |
| Returns for 10 years | N/A | 162.78 | - |
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