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VTSMX vs WOGSX
VTSMX vs WOGSX Comparison
Open Charts VTSMX vs WOGSX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
White Oak Select Growth
Price$141.51
Change+$1.45 (+1.04%)
VolumeN/A
Net Assets421.15M
VTSMX vs WOGSX Comparison Chart
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VTSMX 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 VTSMX is a Hold and WOGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. WOGSX (421M). 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 : 25.24 vs. WOGSX (9.79). VTSMX return over 5 years is better than : 76.07 vs. WOGSX (38.12).
| 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 | 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 | 1.26 | 0.58 | 217% |
| Returns for 1 year | 25.24 | 9.79 | 258% |
| Returns for 3 years | 28.94 | 3.45 | 839% |
| Returns for 5 years | 76.07 | 38.12 | 200% |
| Returns for 10 years | 194.99 | 158.53 | 123% |
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