Interact to see
Advertisement
Advertisement
AFOCX vs VTSMX
AFOCX vs VTSMX Comparison
Open Charts AFOCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
AFOCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFOCX vs. VTSMX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFOCX (10.2M). AFOCX pays higher dividends than VTSMX: AFOCX (1.55) vs VTSMX (1.26). AFOCX was incepted earlier than VTSMX: AFOCX (5 years) vs VTSMX (33 years). AFOCX (1.67) is less costly to investors than VTSMX (0.14). AFOCX is a more actively managed with annual turnover of: 89.11 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 : 11.08 vs. AFOCX (-9.71). VTSMX return over 5 years is better than : 96.32 vs. AFOCX (39.44).
| AFOCX | VTSMX | AFOCX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.67 | 0.14 | 1,193% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -3.305 | 0.767 | -431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 1.72T | 0% |
| Annual Yield % from dividends | 1.55 | 1.26 | 123% |
| Returns for 1 year | -9.71 | 11.08 | -88% |
| Returns for 3 years | 10.09 | 49.86 | 20% |
| Returns for 5 years | 39.44 | 96.32 | 41% |
| Returns for 10 years | N/A | 174.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement