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AIVSX vs VFIAX
AIVSX vs VFIAX Comparison
Open Charts AIVSX vs VFIAX
American Funds Invmt Co of Amer A
Price$57.07
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets149.77B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
AIVSX vs VFIAX Comparison Chart
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AIVSX vs. VFIAX commentary
May 09, 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: 1.34T vs. AIVSX (150B). VFIAX pays higher dividends than AIVSX: VFIAX (1.36) vs AIVSX (1.02). AIVSX was incepted earlier than VFIAX: AIVSX (91 years) vs VFIAX (25 years). AIVSX (0.56) is less costly to investors than VFIAX (0.04). AIVSX is a more actively managed with annual turnover of: 32.00 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 : 8.60 vs. AIVSX (4.16). VFIAX return over 5 years is better than : 92.14 vs. AIVSX (65.86).
| AIVSX | VFIAX | AIVSX / VFIAX | |
| Total Expense Ratio | 0.56 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 91 years | 25 years | - |
| Gain YTD | -0.783 | -4.178 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.34T | 11% |
| Annual Yield % from dividends | 1.02 | 1.36 | 76% |
| Returns for 1 year | 4.16 | 8.60 | 48% |
| Returns for 3 years | 34.99 | 41.15 | 85% |
| Returns for 5 years | 65.86 | 92.14 | 71% |
| Returns for 10 years | 56.64 | 167.68 | 34% |
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