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VTSMX vs WOGSX
VTSMX vs WOGSX Comparison
Open Charts VTSMX vs WOGSX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
White Oak Select Growth
Price$126.47
Change-$0.11 (-0.09%)
VolumeN/A
Net Assets369.02M
VTSMX vs WOGSX Comparison Chart
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VTSMX vs. WOGSX commentary
Apr 18, 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 VTSMX is a Buy and WOGSX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. WOGSX (369M). VTSMX pays higher dividends than WOGSX: VTSMX (1.25) vs WOGSX (0.61). VTSMX was incepted earlier than WOGSX: VTSMX (33 years) vs WOGSX (33 years). WOGSX (0.93) is less costly to investors than VTSMX (0.14). WOGSX is a more actively managed with annual turnover of: 6.00 vs. VTSMX (2.00). WOGSX has a lower initial minimum investment than VTSMX: WOGSX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. WOGSX (-7.50). VTSMX return over 5 years is better than : 80.93 vs. WOGSX (38.28).
| VTSMX | WOGSX | VTSMX / WOGSX | |
| Total Expense Ratio | 0.14 | 0.93 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 0.93 | 15% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -10.853 | -6.879 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7T | 369M | 461,789% |
| Annual Yield % from dividends | 1.25 | 0.61 | 207% |
| Returns for 1 year | 4.35 | -7.50 | -58% |
| Returns for 3 years | 17.53 | 3.50 | 500% |
| Returns for 5 years | 80.93 | 38.28 | 211% |
| Returns for 10 years | 145.67 | 119.06 | 122% |