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AFDRX vs VTSAX
AFDRX vs VTSAX Comparison
Open Charts AFDRX vs VTSAX
American Century Sustainable Equity R
Price$51.86
Change-$0.87 (-1.65%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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AFDRX vs VTSAX Comparison Chart
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AFDRX vs. VTSAX commentary
Sep 08, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AFDRX (4.45B). VTSAX pays higher dividends than AFDRX: VTSAX (1.35) vs AFDRX (0.34). AFDRX was incepted earlier than VTSAX: AFDRX (19 years) vs VTSAX (24 years). AFDRX is a more actively managed with annual turnover of: 21.00 vs. VTSAX (2.00). AFDRX has a lower initial minimum investment than VTSAX: AFDRX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 22.24 vs. AFDRX (20.15). AFDRX (79.60) and VTSAX (79.35) have equivalent 5 years return.
| AFDRX | VTSAX | AFDRX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 13.325 | 14.262 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 1.72T | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | 20.15 | 22.24 | 91% |
| Returns for 3 years | 14.61 | 15.98 | 91% |
| Returns for 5 years | 79.60 | 79.35 | 100% |
| Returns for 10 years | 159.16 | 173.57 | 92% |