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AFDGX vs VTSMX
AFDGX vs VTSMX Comparison
Open Charts AFDGX vs VTSMX
American Century Sustainable Equity R5
Price$57.81
Change+$0.04 (+0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
AFDGX vs VTSMX Comparison Chart
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AFDGX vs. VTSMX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFDGX (4.6B). 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 : 36.46 vs. AFDGX (31.81). AFDGX (89.88) and VTSMX (89.01) have equivalent 5 years return.
| AFDGX | VTSMX | AFDGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 22.265 | 24.948 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 1.73T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 31.81 | 36.46 | 87% |
| Returns for 3 years | 19.56 | 22.89 | 85% |
| Returns for 5 years | 89.88 | 89.01 | 101% |
| Returns for 10 years | N/A | 193.59 | - |