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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$56.53
Change-$0.17 (-0.30%)
VolumeN/A
Net Assets4.03B
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
AFDRX vs VTSMX Comparison Chart in %
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AFDRX vs. VTSMX commentary
Sep 17, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AFDRX (4.03B). VTSMX pays higher dividends than AFDRX: VTSMX (1.07) 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 : 17.42 vs. AFDRX (4.90). VTSMX return over 5 years is better than : 91.58 vs. AFDRX (67.10).
| 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 | 8.558 | 12.487 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.03B | 1.95T | 0% |
| Annual Yield % from dividends | 0.03 | 1.07 | 3% |
| Returns for 1 year | 4.90 | 17.42 | 28% |
| Returns for 3 years | 50.53 | 67.85 | 74% |
| Returns for 5 years | 67.10 | 91.58 | 73% |
| Returns for 10 years | 182.06 | 231.82 | 79% |
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