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AFOCX vs VTSMX
AFOCX vs VTSMX Comparison
Open Charts AFOCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.29
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
AFOCX vs VTSMX Comparison Chart
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AFOCX vs. VTSMX commentary
Jan 24, 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 AFOCX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. AFOCX (11.3M). VTSMX (1.26) and AFOCX (1.22) have matching dividends . AFOCX was incepted earlier than VTSMX: AFOCX (5 years) vs VTSMX (33 years). AFOCX is a more actively managed with annual turnover of: 69.27 vs. VTSMX (2.00). AFOCX has a lower initial minimum investment than VTSMX: AFOCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.81 vs. AFOCX (8.59). VTSMX return over 5 years is better than : 80.56 vs. AFOCX (28.56).
| AFOCX | VTSMX | AFOCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 3.093 | 3.752 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3M | 1.78T | 0% |
| Annual Yield % from dividends | 1.22 | 1.26 | 96% |
| Returns for 1 year | 8.59 | 24.81 | 35% |
| Returns for 3 years | 12.67 | 36.40 | 35% |
| Returns for 5 years | 28.56 | 80.56 | 35% |
| Returns for 10 years | N/A | 194.81 | - |
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