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AFDAX vs VTSMX
AFDAX vs VTSMX Comparison
Open Charts AFDAX vs VTSMX
American Century Large Cap Equity A
Price$54.67
Change+$0.46 (+0.85%)
VolumeN/A
Net Assets4.04B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AFDAX vs VTSMX Comparison Chart in %
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AFDAX vs. VTSMX 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 AFDAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AFDAX (4.04B). VTSMX pays higher dividends than AFDAX: VTSMX (1.12) vs AFDAX (0.29). AFDAX was incepted earlier than VTSMX: AFDAX (21 years) vs VTSMX (33 years). AFDAX (1.04) is less costly to investors than VTSMX (0.14). AFDAX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDAX has a lower initial minimum investment than VTSMX: AFDAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. AFDAX (1.60). VTSMX return over 5 years is better than : 95.59 vs. AFDAX (73.16).
| AFDAX | VTSMX | AFDAX / VTSMX | |
| Total Expense Ratio | 1.04 | 0.14 | 743% |
| Annual Report Gross Expense Ratio | 1.04 | 0.14 | 743% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 3.738 | 6.421 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.04B | 1.82T | 0% |
| Annual Yield % from dividends | 0.29 | 1.12 | 26% |
| Returns for 1 year | 1.60 | 13.89 | 12% |
| Returns for 3 years | 47.15 | 62.08 | 76% |
| Returns for 5 years | 73.16 | 95.59 | 77% |
| Returns for 10 years | 158.90 | 198.05 | 80% |
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