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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$46.44
Change+$0.82 (+1.80%)
VolumeN/A
Net Assets3.65B
Vanguard Total Stock Mkt Idx I
Price$127.47
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Apr 14, 2025
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AFDRX (3.65B). VTSMX pays higher dividends than AFDRX: VTSMX (1.25) vs AFDRX (0.03). AFDRX was incepted earlier than VTSMX: AFDRX (20 years) vs VTSMX (33 years). AFDRX (1.29) is less costly to investors than VTSMX (0.14). AFDRX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDRX has a lower initial minimum investment than VTSMX: AFDRX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 2.08 vs. AFDRX (-8.75). VTSMX return over 5 years is better than : 88.63 vs. AFDRX (67.25).
| AFDRX | VTSMX | AFDRX / VTSMX | |
| Total Expense Ratio | 1.29 | 0.14 | 921% |
| Annual Report Gross Expense Ratio | 1.29 | 0.14 | 921% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -11.086 | -9.569 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 1.7T | 0% |
| Annual Yield % from dividends | 0.03 | 1.25 | 3% |
| Returns for 1 year | -8.75 | 2.08 | -421% |
| Returns for 3 years | 9.56 | 19.08 | 50% |
| Returns for 5 years | 67.25 | 88.63 | 76% |
| Returns for 10 years | 114.93 | 149.63 | 77% |