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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Sustainable Equity R
Price$51.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFDRX (4.63B). VTSMX pays higher dividends than AFDRX: VTSMX (1.26) vs AFDRX (0.34). AFDRX was incepted earlier than VTSMX: AFDRX (19 years) vs VTSMX (32 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 : 24.06 vs. AFDRX (21.76). AFDRX (82.64) and VTSMX (82.00) have equivalent 5 years return.
| AFDRX | VTSMX | AFDRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 15.990 | 16.841 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 1.72T | 0% |
| Annual Yield % from dividends | 0.34 | 1.26 | 27% |
| Returns for 1 year | 21.76 | 24.06 | 90% |
| Returns for 3 years | 19.27 | 21.32 | 90% |
| Returns for 5 years | 82.64 | 82.00 | 101% |
| Returns for 10 years | 165.38 | 180.08 | 92% |
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