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AFOCX vs VTSMX
AFOCX vs VTSMX Comparison
Open Charts AFOCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
AFOCX vs VTSMX Comparison Chart
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AFOCX 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 AFOCX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. AFOCX (10.2M). AFOCX pays higher dividends than VTSMX: AFOCX (1.51) vs VTSMX (1.25). 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 : 8.05 vs. AFOCX (-6.99). VTSMX return over 5 years is better than : 126.23 vs. AFOCX (60.92).
| 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 | -3.220 | -3.986 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 1.81T | 0% |
| Annual Yield % from dividends | 1.51 | 1.25 | 121% |
| Returns for 1 year | -6.99 | 8.05 | -87% |
| Returns for 3 years | -0.28 | 21.01 | -1% |
| Returns for 5 years | 60.92 | 126.23 | 48% |
| Returns for 10 years | N/A | 166.80 | - |
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