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AIVSX vs VFIAX
AIVSX vs VFIAX Comparison
Open Charts AIVSX vs VFIAX
American Funds Invmt Co of Amer A
Price$57.55
Change-$1.81 (-3.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
AIVSX vs VFIAX Comparison Chart
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AIVSX vs. VFIAX commentary
Dec 19, 2024
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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. AIVSX (148B). VFIAX (1.32) and AIVSX (1.27) have matching dividends . AIVSX was incepted earlier than VFIAX: AIVSX (91 years) vs VFIAX (24 years). 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 : 27.64 vs. AIVSX (20.47). VFIAX return over 5 years is better than : 88.64 vs. AIVSX (56.93).
| AIVSX | VFIAX | AIVSX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 91 years | 24 years | - |
| Gain YTD | 19.032 | 27.303 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.37T | 11% |
| Annual Yield % from dividends | 1.27 | 1.32 | 96% |
| Returns for 1 year | 20.47 | 27.64 | 74% |
| Returns for 3 years | 21.33 | 30.99 | 69% |
| Returns for 5 years | 56.93 | 88.64 | 64% |
| Returns for 10 years | 50.85 | 193.66 | 26% |
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