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VTSAX vs WOGSX
VTSAX vs WOGSX Comparison
Open Charts VTSAX vs WOGSX
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
White Oak Select Growth
Price$143.73
Change-$2.25 (-1.54%)
VolumeN/A
Net Assets424.89M
VTSAX vs WOGSX Comparison Chart
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VTSAX vs. WOGSX commentary
Feb 23, 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 StrongBuy and WOGSX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. WOGSX (425M). VTSAX pays higher dividends than WOGSX: VTSAX (1.35) vs WOGSX (0.58). VTSAX was incepted earlier than WOGSX: VTSAX (24 years) vs WOGSX (33 years). WOGSX is a more actively managed with annual turnover of: 3.00 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 : 17.60 vs. WOGSX (5.13). VTSAX return over 5 years is better than : 74.84 vs. WOGSX (40.87).
| VTSAX | WOGSX | VTSAX / WOGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.127 | 5.738 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84T | 425M | 432,235% |
| Annual Yield % from dividends | 1.35 | 0.58 | 232% |
| Returns for 1 year | 17.60 | 5.13 | 343% |
| Returns for 3 years | 36.79 | 14.02 | 262% |
| Returns for 5 years | 74.84 | 40.87 | 183% |
| Returns for 10 years | 180.79 | 149.34 | 121% |
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