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AFDRX vs VTSAX
AFDRX vs VTSAX Comparison
Open Charts AFDRX vs VTSAX
American Century Sustainable Equity R
Price$56.31
Change+$0.24 (+0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
AFDRX vs VTSAX Comparison Chart
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AFDRX vs. VTSAX 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 VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. AFDRX (4.47B). 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 : 31.89 vs. AFDRX (25.91). VTSAX return over 5 years is better than : 88.21 vs. AFDRX (82.68).
| 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 | 21.019 | 25.099 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.73T | 0% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | 25.91 | 31.89 | 81% |
| Returns for 3 years | 17.51 | 23.74 | 74% |
| Returns for 5 years | 82.68 | 88.21 | 94% |
| Returns for 10 years | 166.76 | 190.42 | 88% |
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