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VFIAX vs WOGSX
VFIAX vs WOGSX Comparison
Open Charts VFIAX vs WOGSX
Vanguard 500 Index Admiral
Price$579.57
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
White Oak Select Growth
Price$150.55
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets432.04M
VFIAX vs WOGSX Comparison Chart in %
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VFIAX vs. WOGSX commentary
Jul 05, 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: 1.43T vs. WOGSX (432M). VFIAX pays higher dividends than WOGSX: VFIAX (1.21) vs WOGSX (0.56). 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 : 13.50 vs. WOGSX (-0.46). VFIAX return over 5 years is better than : 100.86 vs. WOGSX (49.80).
| 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 | 6.806 | 10.756 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43T | 432M | 330,556% |
| Annual Yield % from dividends | 1.21 | 0.56 | 217% |
| Returns for 1 year | 13.50 | -0.46 | -2,938% |
| Returns for 3 years | 64.35 | 42.79 | 150% |
| Returns for 5 years | 100.86 | 49.80 | 203% |
| Returns for 10 years | 204.00 | 160.41 | 127% |