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AIVSX vs VFIAX
AIVSX vs VFIAX Comparison
Open Charts AIVSX vs VFIAX
American Funds Invmt Co of Amer A
Price$54.66
Change+$4.39 (+8.73%)
VolumeN/A
Net Assets132.68B
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
AIVSX vs VFIAX Comparison Chart
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AIVSX vs. VFIAX commentary
Apr 11, 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 AIVSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. AIVSX (133B). VFIAX pays higher dividends than AIVSX: VFIAX (1.35) vs AIVSX (1.02). AIVSX was incepted earlier than VFIAX: AIVSX (91 years) vs VFIAX (24 years). AIVSX (0.58) is less costly to investors than VFIAX (0.04). AIVSX is a more actively managed with annual turnover of: 29.00 vs. VFIAX (2.00). AIVSX has a lower initial minimum investment than VFIAX: AIVSX (250) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. AIVSX (-8.32). VFIAX return over 5 years is better than : 78.64 vs. AIVSX (54.13).
| AIVSX | VFIAX | AIVSX / VFIAX | |
| Total Expense Ratio | 0.58 | 0.04 | 1,450% |
| Annual Report Gross Expense Ratio | 0.58 | 0.04 | 1,450% |
| Fund Existence | 91 years | 24 years | - |
| Gain YTD | -12.605 | -15.273 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.32T | 10% |
| Annual Yield % from dividends | 1.02 | 1.35 | 76% |
| Returns for 1 year | -8.32 | -4.34 | 192% |
| Returns for 3 years | 5.65 | 11.08 | 51% |
| Returns for 5 years | 54.13 | 78.64 | 69% |
| Returns for 10 years | 38.92 | 137.38 | 28% |