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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$54.28
Change+$0.41 (+0.76%)
VolumeN/A
Net Assets3.99B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
AFDRX vs VTSMX Comparison Chart in %
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AFDRX vs. VTSMX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AFDRX (3.99B). VTSMX pays higher dividends than AFDRX: VTSMX (1.09) 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 : 20.02 vs. AFDRX (7.05). VTSMX return over 5 years is better than : 82.72 vs. AFDRX (59.69).
| 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 | 3.140 | 6.754 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 1.91T | 0% |
| Annual Yield % from dividends | 0.03 | 1.09 | 3% |
| Returns for 1 year | 7.05 | 20.02 | 35% |
| Returns for 3 years | 33.88 | 49.22 | 69% |
| Returns for 5 years | 59.69 | 82.72 | 72% |
| Returns for 10 years | 153.24 | 198.64 | 77% |
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