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AFDAX vs VTSMX
AFDAX vs VTSMX Comparison
Open Charts AFDAX vs VTSMX
American Century Large Cap Equity A
Price$47.78
Change+$4.26 (+9.79%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
AFDAX vs VTSMX Comparison Chart
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AFDAX vs. VTSMX commentary
Apr 11, 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: 1.7T vs. AFDAX (3.46B). VTSMX pays higher dividends than AFDAX: VTSMX (1.25) vs AFDAX (0.31). AFDAX was incepted earlier than VTSMX: AFDAX (20 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 : -5.43 vs. AFDAX (-15.44). VTSMX return over 5 years is better than : 75.41 vs. AFDAX (56.89).
| AFDAX | VTSMX | AFDAX / VTSMX | |
| Total Expense Ratio | 1.04 | 0.14 | 743% |
| Annual Report Gross Expense Ratio | 1.04 | 0.14 | 743% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -17.419 | -15.905 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.7T | 0% |
| Annual Yield % from dividends | 0.31 | 1.25 | 25% |
| Returns for 1 year | -15.44 | -5.43 | 284% |
| Returns for 3 years | -0.21 | 8.73 | -2% |
| Returns for 5 years | 56.89 | 75.41 | 75% |
| Returns for 10 years | 102.93 | 131.53 | 78% |
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