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VTSMX vs WOGSX
VTSMX vs WOGSX Comparison
Open Charts VTSMX vs WOGSX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
White Oak Select Growth
Price$143.72
Change-$1.99 (-1.37%)
VolumeN/A
Net Assets413.9M
VTSMX vs WOGSX Comparison Chart
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VTSMX vs. WOGSX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. WOGSX (414M). VTSMX pays higher dividends than WOGSX: VTSMX (1.18) vs WOGSX (0.59). VTSMX was incepted earlier than WOGSX: VTSMX (33 years) vs WOGSX (33 years). WOGSX (0.92) 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 : 10.06 vs. WOGSX (-3.07). VTSMX return over 5 years is better than : 91.36 vs. WOGSX (49.91).
| VTSMX | WOGSX | VTSMX / WOGSX | |
| Total Expense Ratio | 0.14 | 0.92 | 15% |
| Annual Report Gross Expense Ratio | 0.14 | 0.92 | 15% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 1.349 | 5.731 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 414M | 440,338% |
| Annual Yield % from dividends | 1.18 | 0.59 | 202% |
| Returns for 1 year | 10.06 | -3.07 | -327% |
| Returns for 3 years | 57.59 | 38.61 | 149% |
| Returns for 5 years | 91.36 | 49.91 | 183% |
| Returns for 10 years | 178.92 | 143.43 | 125% |
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