Ad is loading...
AFEIX vs VTSMX
AFEIX vs VTSMX Comparison
Open Charts AFEIX vs VTSMX
American Century Large Cap Equity I
Price$47.39
Change-$2.48 (-4.97%)
VolumeN/A
Net Assets3.94B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
AFEIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFEIX vs. VTSMX commentary
Apr 04, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. AFEIX (3.94B). 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 : 8.05 vs. AFEIX (-3.36). VTSMX return over 5 years is better than : 126.23 vs. AFEIX (102.90).
| 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 | -5.994 | -3.986 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 1.81T | 0% |
| Annual Yield % from dividends | 0.81 | 1.25 | 65% |
| Returns for 1 year | -3.36 | 8.05 | -42% |
| Returns for 3 years | 11.54 | 21.01 | 55% |
| Returns for 5 years | 102.90 | 126.23 | 82% |
| Returns for 10 years | 142.22 | 166.80 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...