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AFDRX vs VSMPX
AFDRX vs VSMPX Comparison
Open Charts AFDRX vs VSMPX
American Century Sustainable Equity R
Price$55.70
Change-$0.05 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.82
Change-$0.07 (-0.03%)
VolumeN/A
CapitalizationN/A
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VS
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AFDRX vs VSMPX Comparison Chart
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AFDRX vs. VSMPX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.75T vs. AFDRX (4.58B). VSMPX pays higher dividends than AFDRX: VSMPX (1.36) vs AFDRX (0.34). AFDRX was incepted earlier than VSMPX: AFDRX (19 years) vs VSMPX (9 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 : 33.27 vs. AFDRX (29.80). VSMPX (90.71) and AFDRX (89.11) have equivalent 5 years return.
| AFDRX | VSMPX | AFDRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 19.815 | 21.425 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 1.75T | 0% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 29.80 | 33.27 | 90% |
| Returns for 3 years | 22.13 | 25.13 | 88% |
| Returns for 5 years | 89.11 | 90.71 | 98% |
| Returns for 10 years | 190.90 | N/A | - |
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