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AFDRX vs VSMPX
AFDRX vs VSMPX Comparison
Open Charts AFDRX vs VSMPX
American Century Sustainable Equity R
Price$56.31
Change+$0.24 (+0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
AFDRX vs VSMPX Comparison Chart
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AFDRX vs. VSMPX 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 AFDRX is a Buy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. AFDRX (4.47B). VSMPX pays higher dividends than AFDRX: VSMPX (1.36) vs AFDRX (0.34). AFDRX was incepted earlier than VSMPX: AFDRX (19 years) vs VSMPX (10 years). AFDRX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AFDRX has a lower initial minimum investment than VSMPX: AFDRX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.89 vs. AFDRX (25.91). VSMPX return over 5 years is better than : 88.25 vs. AFDRX (82.68).
| AFDRX | VSMPX | AFDRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 21.019 | 25.111 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.73T | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 25.91 | 31.89 | 81% |
| Returns for 3 years | 17.51 | 23.76 | 74% |
| Returns for 5 years | 82.68 | 88.25 | 94% |
| Returns for 10 years | 166.76 | N/A | - |
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