Interact to see
Advertisement
Advertisement
FWOZX vs VTSMX
FWOZX vs VTSMX Comparison
Open Charts FWOZX vs VTSMX
FWOZX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWOZX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. FWOZX (180M). VTSMX pays higher dividends than FWOZX: VTSMX (0.93) vs FWOZX (0.34). FWOZX was incepted earlier than VTSMX: FWOZX (7 years) vs VTSMX (34 years). FWOZX (0.57) is less costly to investors than VTSMX (0.06). FWOZX is a more actively managed with annual turnover of: 45.00 vs. VTSMX (3.00). FWOZX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 24.94 vs. FWOZX (22.66). VTSMX return over 5 years is better than : 67.57 vs. FWOZX (42.35).
| FWOZX | VTSMX | FWOZX / VTSMX | |
| Total Expense Ratio | 0.57 | 0.06 | 950% |
| Annual Report Gross Expense Ratio | 0.57 | 0.06 | 950% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 11.077 | 9.330 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 2.31T | 0% |
| Annual Yield % from dividends | 0.34 | 0.93 | 36% |
| Returns for 1 year | 22.66 | 24.94 | 91% |
| Returns for 3 years | 52.56 | 67.64 | 78% |
| Returns for 5 years | 42.35 | 67.57 | 63% |
| Returns for 10 years | N/A | 259.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement