Ad is loading...
VTSAX vs WOGSX
VTSAX vs WOGSX Comparison
Open Charts VTSAX vs WOGSX
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
White Oak Select Growth
Price$141.51
Change+$1.45 (+1.04%)
VolumeN/A
Net Assets421.15M
VTSAX vs WOGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTSAX vs. WOGSX commentary
Jan 19, 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 Hold and WOGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. WOGSX (421M). VTSAX pays higher dividends than WOGSX: VTSAX (1.35) vs WOGSX (0.58). VTSAX was incepted earlier than WOGSX: VTSAX (24 years) vs WOGSX (32 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 : 25.26 vs. WOGSX (9.79). VTSAX return over 5 years is better than : 76.10 vs. WOGSX (38.12).
| VTSAX | WOGSX | VTSAX / WOGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 2.241 | 4.105 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78T | 421M | 422,328% |
| Annual Yield % from dividends | 1.35 | 0.58 | 232% |
| Returns for 1 year | 25.26 | 9.79 | 258% |
| Returns for 3 years | 28.96 | 3.45 | 840% |
| Returns for 5 years | 76.10 | 38.12 | 200% |
| Returns for 10 years | 195.63 | 158.53 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...