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AEYRX vs VTSMX
AEYRX vs VTSMX Comparison
Open Charts AEYRX vs VTSMX
American Century Equity Growth R
Price$34.01
Change-$0.63 (-1.82%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
AEYRX vs VTSMX Comparison Chart
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AEYRX vs. VTSMX commentary
Feb 23, 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 AEYRX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AEYRX (1.77B). VTSMX pays higher dividends than AEYRX: VTSMX (1.26) vs AEYRX (0.22). AEYRX was incepted earlier than VTSMX: AEYRX (20 years) vs VTSMX (33 years). AEYRX is a more actively managed with annual turnover of: 169.00 vs. VTSMX (2.00). AEYRX has a lower initial minimum investment than VTSMX: AEYRX (2500) vs VTSMX (3000). VTSMX (19.83) and AEYRX (19.00) have marching annual gain over last year. VTSMX return over 5 years is better than : 78.15 vs. AEYRX (10.68).
| AEYRX | VTSMX | AEYRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 3.341 | 4.057 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 1.84T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 17% |
| Returns for 1 year | 19.00 | 19.83 | 96% |
| Returns for 3 years | 26.34 | 39.38 | 67% |
| Returns for 5 years | 10.68 | 78.15 | 14% |
| Returns for 10 years | 16.63 | 185.46 | 9% |
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