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AFDAX vs VTSMX
AFDAX vs VTSMX Comparison
Open Charts AFDAX vs VTSMX
American Century Large Cap Equity A
Price$51.94
Change-$0.14 (-0.27%)
VolumeN/A
Net Assets4.01B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
AFDAX vs VTSMX Comparison Chart
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AFDAX vs. VTSMX commentary
Jun 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 (4.01B). VTSMX pays higher dividends than AFDAX: VTSMX (1.18) vs AFDAX (0.30). 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 : 11.39 vs. AFDAX (-0.52). VTSMX return over 5 years is better than : 81.77 vs. AFDAX (63.42).
| 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 | -1.176 | 1.278 | -92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.01B | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.18 | 25% |
| Returns for 1 year | -0.52 | 11.39 | -5% |
| Returns for 3 years | 29.89 | 42.44 | 70% |
| Returns for 5 years | 63.42 | 81.77 | 78% |
| Returns for 10 years | 146.52 | 181.22 | 81% |
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