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VTSAX vs WOGSX
VTSAX vs WOGSX Comparison
Open Charts VTSAX vs WOGSX
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
White Oak Select Growth
Price$134.97
Change+$0.88 (+0.66%)
VolumeN/A
Net Assets389.71M
VTSAX vs WOGSX Comparison Chart
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VTSAX vs. WOGSX 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 VTSAX is a Buy and WOGSX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. WOGSX (390M). VTSAX pays higher dividends than WOGSX: VTSAX (1.36) vs WOGSX (0.61). VTSAX was incepted earlier than WOGSX: VTSAX (25 years) vs WOGSX (33 years). WOGSX (0.92) is less costly to investors than VTSAX (0.04). WOGSX is a more actively managed with annual turnover of: 6.00 vs. VTSAX (2.00). WOGSX has a lower initial minimum investment than VTSAX: WOGSX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. WOGSX (-7.16). VTSAX return over 5 years is better than : 87.93 vs. WOGSX (43.48).
| VTSAX | WOGSX | VTSAX / 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 | -4.657 | -1.354 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72T | 390M | 440,000% |
| Annual Yield % from dividends | 1.36 | 0.61 | 223% |
| Returns for 1 year | 7.85 | -7.16 | -110% |
| Returns for 3 years | 39.39 | 21.97 | 179% |
| Returns for 5 years | 87.93 | 43.48 | 202% |
| Returns for 10 years | 163.37 | 128.64 | 127% |
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