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VFIAX vs WOGSX
VFIAX vs WOGSX Comparison
Open Charts VFIAX vs WOGSX
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
White Oak Select Growth
Price$134.58
Change-$0.39 (-0.29%)
VolumeN/A
Net Assets390.71M
VFIAX vs WOGSX Comparison Chart
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VFIAX vs. WOGSX commentary
May 11, 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 VFIAX is a Buy and WOGSX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. WOGSX (391M). VFIAX pays higher dividends than WOGSX: VFIAX (1.36) vs WOGSX (0.61). VFIAX was incepted earlier than WOGSX: VFIAX (25 years) vs WOGSX (33 years). WOGSX (0.92) is less costly to investors than VFIAX (0.04). WOGSX is a more actively managed with annual turnover of: 6.00 vs. VFIAX (2.00). WOGSX has a lower initial minimum investment than VFIAX: WOGSX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. WOGSX (-7.26). VFIAX return over 5 years is better than : 93.15 vs. WOGSX (44.00).
| VFIAX | WOGSX | VFIAX / WOGSX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | -3.675 | -0.993 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 391M | 341,432% |
| Annual Yield % from dividends | 1.36 | 0.61 | 221% |
| Returns for 1 year | 8.59 | -7.26 | -118% |
| Returns for 3 years | 41.54 | 22.00 | 189% |
| Returns for 5 years | 93.15 | 44.00 | 212% |
| Returns for 10 years | 169.85 | 130.62 | 130% |
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