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AEYRX vs VTSMX
AEYRX vs VTSMX Comparison
Open Charts AEYRX vs VTSMX
American Century Equity Growth R
Price$34.15
Change+$0.32 (+0.95%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
AEYRX vs VTSMX Comparison Chart
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AEYRX vs. VTSMX 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 AEYRX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. AEYRX (1.75B). VTSMX pays higher dividends than AEYRX: VTSMX (1.26) vs AEYRX (0.22). AEYRX was incepted earlier than VTSMX: AEYRX (19 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). AEYRX (25.50) and VTSMX (25.24) have marching annual gain over last year. VTSMX return over 5 years is better than : 76.07 vs. AEYRX (8.51).
| AEYRX | VTSMX | AEYRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 1.879 | 2.241 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.78T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 17% |
| Returns for 1 year | 25.50 | 25.24 | 101% |
| Returns for 3 years | 17.52 | 28.94 | 61% |
| Returns for 5 years | 8.51 | 76.07 | 11% |
| Returns for 10 years | 19.71 | 194.99 | 10% |
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