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AFEIX vs VTSMX
AFEIX vs VTSMX Comparison
Open Charts AFEIX vs VTSMX
American Century Sustainable Equity I
Price$55.67
Change-$0.25 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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AFEIX vs VTSMX Comparison Chart
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AFEIX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFEIX (4.7B). VTSMX pays higher dividends than AFEIX: VTSMX (1.26) vs AFEIX (0.96). AFEIX was incepted earlier than VTSMX: AFEIX (19 years) vs VTSMX (32 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 : 31.53 vs. AFEIX (29.23). AFEIX return over 5 years is better than : 90.75 vs. VTSMX (85.64).
| AFEIX | VTSMX | AFEIX / 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 | 17.895 | 18.617 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 1.72T | 0% |
| Annual Yield % from dividends | 0.96 | 1.26 | 76% |
| Returns for 1 year | 29.23 | 31.53 | 93% |
| Returns for 3 years | 25.04 | 25.35 | 99% |
| Returns for 5 years | 90.75 | 85.64 | 106% |
| Returns for 10 years | 186.99 | 187.59 | 100% |