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VTSMX vs WOGSX
VTSMX vs WOGSX Comparison
Open Charts VTSMX vs WOGSX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
White Oak Select Growth
Price$150.55
Change+$1.00 (+0.67%)
VolumeN/A
Net Assets432.04M
VTSMX vs WOGSX Comparison Chart in %
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VTSMX vs. WOGSX commentary
Jul 06, 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 (432M). VTSMX pays higher dividends than WOGSX: VTSMX (1.12) vs WOGSX (0.56). 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 : 13.89 vs. WOGSX (-0.46). VTSMX return over 5 years is better than : 95.59 vs. WOGSX (49.80).
| 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 | 6.421 | 10.756 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82T | 432M | 421,991% |
| Annual Yield % from dividends | 1.12 | 0.56 | 200% |
| Returns for 1 year | 13.89 | -0.46 | -3,021% |
| Returns for 3 years | 62.08 | 42.79 | 145% |
| Returns for 5 years | 95.59 | 49.80 | 192% |
| Returns for 10 years | 198.05 | 160.41 | 123% |
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