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AFDGX
Price
$57.54
Change
+$0.24 (+0.42%)
Updated
Nov 22 closing price
VTSMX
Price
$144.34
Change
+$0.77 (+0.54%)
Updated
Nov 22 closing price
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AFDGX vs VTSMX

Header iconAFDGX vs VTSMX Comparison
Open Charts AFDGX vs VTSMXBanner chart's image
American Century Sustainable Equity R5
Price$57.54
Change+$0.24 (+0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
AFDGX vs VTSMX Comparison Chart
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VS
AFDGX vs. VTSMX commentary
Nov 23, 2024

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 AFDGX is a Buy and VTSMX is a StrongSell.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFDGX (4.47B). VTSMX pays higher dividends than AFDGX: VTSMX (1.26) vs AFDGX (0.96). AFDGX was incepted earlier than VTSMX: AFDGX (8 years) vs VTSMX (33 years). AFDGX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDGX has a lower initial minimum investment than VTSMX: AFDGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.88 vs. AFDGX (26.81). VTSMX (88.21) and AFDGX (88.04) have equivalent 5 years return.
AFDGXVTSMXAFDGX / VTSMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years33 years-
Gain YTD21.77825.06987%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.47B1.73T0%
Annual Yield % from dividends0.961.2676%
Returns for 1 year26.8131.8884%
Returns for 3 years19.2323.7281%
Returns for 5 years88.0488.21100%
Returns for 10 yearsN/A189.74-
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