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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$52.54
Change-$1.04 (-1.94%)
VolumeN/A
Net Assets4.18B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Feb 22, 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: 1.84T vs. AFDRX (4.18B). VTSMX pays higher dividends than AFDRX: VTSMX (1.26) vs AFDRX (0.34). AFDRX was incepted earlier than VTSMX: AFDRX (20 years) vs VTSMX (33 years). 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 : 22.86 vs. AFDRX (10.33). VTSMX return over 5 years is better than : 79.09 vs. AFDRX (62.20).
| AFDRX | VTSMX | AFDRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 2.968 | 4.603 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 1.84T | 0% |
| Annual Yield % from dividends | 0.34 | 1.26 | 27% |
| Returns for 1 year | 10.33 | 22.86 | 45% |
| Returns for 3 years | 25.43 | 38.57 | 66% |
| Returns for 5 years | 62.20 | 79.09 | 79% |
| Returns for 10 years | 146.32 | 187.66 | 78% |
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