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AFEIX vs VTSMX
AFEIX vs VTSMX Comparison
Open Charts AFEIX vs VTSMX
American Century Large Cap Equity I
Price$47.99
Change+$0.90 (+1.91%)
VolumeN/A
Net Assets3.72B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
AFEIX vs VTSMX Comparison Chart
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AFEIX vs. VTSMX commentary
Apr 25, 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 AFEIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AFEIX (3.72B). VTSMX pays higher dividends than AFEIX: VTSMX (1.25) vs AFEIX (0.81). AFEIX was incepted earlier than VTSMX: AFEIX (20 years) vs VTSMX (33 years). AFEIX (0.59) is less costly to investors than VTSMX (0.14). 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 : 5.27 vs. AFEIX (-5.73). VTSMX return over 5 years is better than : 86.77 vs. AFEIX (68.62).
| AFEIX | VTSMX | AFEIX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -11.235 | -9.023 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 1.7T | 0% |
| Annual Yield % from dividends | 0.81 | 1.25 | 65% |
| Returns for 1 year | -5.73 | 5.27 | -109% |
| Returns for 3 years | 12.78 | 22.56 | 57% |
| Returns for 5 years | 68.62 | 86.77 | 79% |
| Returns for 10 years | 126.76 | 150.14 | 84% |
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