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VTSMX vs WOGSX
VTSMX vs WOGSX Comparison
Open Charts VTSMX vs WOGSX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
White Oak Select Growth
Price$152.36
Change-$2.75 (-1.77%)
VolumeN/A
CapitalizationN/A
VTSMX vs WOGSX Comparison Chart
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VTSMX vs. WOGSX commentary
Nov 18, 2024
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 StrongSell and WOGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. WOGSX (416M). VTSMX pays higher dividends than WOGSX: VTSMX (1.26) vs WOGSX (0.58). VTSMX was incepted earlier than WOGSX: VTSMX (33 years) vs WOGSX (32 years). WOGSX is a more actively managed with annual turnover of: 3.00 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 : 30.52 vs. WOGSX (21.99). VTSMX return over 5 years is better than : 83.72 vs. WOGSX (55.82).
| VTSMX | WOGSX | VTSMX / WOGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 22.392 | 18.356 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73T | 416M | 416,587% |
| Annual Yield % from dividends | 1.26 | 0.58 | 217% |
| Returns for 1 year | 30.52 | 21.99 | 139% |
| Returns for 3 years | 19.91 | 2.74 | 726% |
| Returns for 5 years | 83.72 | 55.82 | 150% |
| Returns for 10 years | 186.07 | 169.03 | 110% |