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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$52.83
Change+$0.40 (+0.76%)
VolumeN/A
Net Assets3.96B
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
AFDRX vs VTSMX Comparison Chart in %
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AFDRX vs. VTSMX commentary
Jun 27, 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 (3.96B). 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 : 11.43 vs. AFDRX (-1.01). VTSMX return over 5 years is better than : 97.67 vs. AFDRX (72.60).
| 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 | 0.383 | 3.321 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 1.82T | 0% |
| Annual Yield % from dividends | 0.03 | 1.18 | 3% |
| Returns for 1 year | -1.01 | 11.43 | -9% |
| Returns for 3 years | 38.79 | 54.19 | 72% |
| Returns for 5 years | 72.60 | 97.67 | 74% |
| Returns for 10 years | 146.58 | 190.87 | 77% |
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