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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Sustainable Equity R
Price$56.31
Change+$0.24 (+0.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Nov 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFDRX (4.47B). VTSMX pays higher dividends than AFDRX: VTSMX (1.26) vs AFDRX (0.34). AFDRX was incepted earlier than VTSMX: AFDRX (19 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 : 31.88 vs. AFDRX (25.91). VTSMX return over 5 years is better than : 88.21 vs. AFDRX (82.68).
| AFDRX | VTSMX | AFDRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 21.019 | 25.069 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.47B | 1.73T | 0% |
| Annual Yield % from dividends | 0.34 | 1.26 | 27% |
| Returns for 1 year | 25.91 | 31.88 | 81% |
| Returns for 3 years | 17.51 | 23.72 | 74% |
| Returns for 5 years | 82.68 | 88.21 | 94% |
| Returns for 10 years | 166.76 | 189.74 | 88% |
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