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AEYRX vs VTSMX
AEYRX vs VTSMX Comparison
Open Charts AEYRX vs VTSMX
American Century Equity Growth R
Price$29.87
Change+$0.57 (+1.95%)
VolumeN/A
Net Assets1.47B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
AEYRX vs VTSMX Comparison Chart
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AEYRX vs. VTSMX commentary
Apr 12, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AEYRX (1.47B). VTSMX pays higher dividends than AEYRX: VTSMX (1.25) vs AEYRX (0.16). AEYRX was incepted earlier than VTSMX: AEYRX (20 years) vs VTSMX (33 years). AEYRX (1.16) is less costly to investors than VTSMX (0.14). AEYRX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). AEYRX has a lower initial minimum investment than VTSMX: AEYRX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 0.30 vs. AEYRX (-1.69). VTSMX return over 5 years is better than : 85.34 vs. AEYRX (10.46).
| AEYRX | VTSMX | AEYRX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -12.530 | -11.144 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.25 | 13% |
| Returns for 1 year | -1.69 | 0.30 | -558% |
| Returns for 3 years | 4.45 | 17.00 | 26% |
| Returns for 5 years | 10.46 | 85.34 | 12% |
| Returns for 10 years | 0.21 | 145.28 | 0% |
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