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FWOZX vs VTSMX
FWOZX vs VTSMX Comparison
Open Charts FWOZX vs VTSMX
FWOZX vs VTSMX Comparison Chart in %
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FWOZX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. FWOZX (181M). VTSMX pays higher dividends than FWOZX: VTSMX (0.99) vs FWOZX (0.43). 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: 25.00 vs. VTSMX (3.00). FWOZX (0) and VTSMX (0) have matching initial minimum investment requirements. FWOZX annual gain was more profitable for investors over the last year : 18.99 vs. VTSMX (16.94). VTSMX return over 5 years is better than : 61.07 vs. FWOZX (37.62).
| 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 | 10.188 | 8.847 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 2.3T | 0% |
| Annual Yield % from dividends | 0.43 | 0.99 | 44% |
| Returns for 1 year | 18.99 | 16.94 | 112% |
| Returns for 3 years | 45.77 | 61.22 | 75% |
| Returns for 5 years | 37.62 | 61.07 | 62% |
| Returns for 10 years | N/A | 240.66 | - |
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