Ad is loading...
Ad is loading...
AFEIX vs VTSMX
AFEIX vs VTSMX Comparison
Open Charts AFEIX vs VTSMX
American Century Sustainable Equity I
Price$56.64
Change-$0.84 (-1.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AFEIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFEIX vs. VTSMX commentary
Nov 18, 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 Buy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFEIX (4.49B). 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 : 30.52 vs. AFEIX (26.40). AFEIX (84.75) and VTSMX (83.72) 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 | 19.949 | 22.392 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 1.73T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 26.40 | 30.52 | 87% |
| Returns for 3 years | 16.51 | 19.91 | 83% |
| Returns for 5 years | 84.75 | 83.72 | 101% |
| Returns for 10 years | 180.42 | 186.07 | 97% |