Ad is loading...
AFEIX vs VTSMX
AFEIX vs VTSMX Comparison
Open Charts AFEIX vs VTSMX
American Century Large Cap Equity I
Price$53.05
Change-$1.62 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
AFEIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFEIX vs. VTSMX commentary
Dec 19, 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 AFEIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AFEIX (4.16B). VTSMX pays higher dividends than AFEIX: VTSMX (1.26) vs AFEIX (0.96). AFEIX was incepted earlier than VTSMX: AFEIX (19 years) vs VTSMX (33 years). AFEIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AFEIX: VTSMX (3000) vs AFEIX (5000000). VTSMX annual gain was more profitable for investors over the last year : 22.04 vs. AFEIX (16.52). VTSMX (77.48) and AFEIX (75.24) have equivalent 5 years return.
| AFEIX | VTSMX | AFEIX / 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 | 16.626 | 22.383 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 1.84T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 16.52 | 22.04 | 75% |
| Returns for 3 years | 19.09 | 23.86 | 80% |
| Returns for 5 years | 75.24 | 77.48 | 97% |
| Returns for 10 years | 167.73 | 182.87 | 92% |
View a ticker or compare two or three
VS
VS
Ad is loading...