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AIVSX vs VFIAX
AIVSX vs VFIAX Comparison
Open Charts AIVSX vs VFIAX
American Funds Invmt Co of Amer A
Price$58.96
Change+$0.52 (+0.89%)
VolumeN/A
Net Assets156.45B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
AIVSX vs VFIAX Comparison Chart
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AIVSX vs. VFIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. AIVSX (156B). 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 : 25.54 vs. AIVSX (18.35). VFIAX return over 5 years is better than : 80.23 vs. AIVSX (50.96).
| 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 | 2.219 | 2.010 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.35T | 12% |
| Annual Yield % from dividends | 1.27 | 1.32 | 96% |
| Returns for 1 year | 18.35 | 25.54 | 72% |
| Returns for 3 years | 21.12 | 31.13 | 68% |
| Returns for 5 years | 50.96 | 80.23 | 64% |
| Returns for 10 years | 66.69 | 196.98 | 34% |
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