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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$51.91
Change+$0.49 (+0.95%)
VolumeN/A
Net Assets3.98B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. AFDRX (3.98B). VTSMX pays higher dividends than AFDRX: VTSMX (1.18) 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 : 10.96 vs. AFDRX (-1.08). VTSMX return over 5 years is better than : 80.94 vs. AFDRX (61.24).
| 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 | -1.551 | 0.817 | -190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 1.82T | 0% |
| Annual Yield % from dividends | 0.03 | 1.18 | 3% |
| Returns for 1 year | -1.08 | 10.96 | -10% |
| Returns for 3 years | 27.60 | 40.34 | 68% |
| Returns for 5 years | 61.24 | 80.94 | 76% |
| Returns for 10 years | 140.61 | 179.94 | 78% |
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