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AIVSX vs VFIAX
AIVSX vs VFIAX Comparison
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AIVSX vs VFIAX Comparison Chart in %
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AIVSX vs. VFIAX commentary
Jul 05, 2026
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: 1.7T vs. AIVSX (186B). VFIAX pays higher dividends than AIVSX: VFIAX (1.06) vs AIVSX (0.84). AIVSX was incepted earlier than VFIAX: AIVSX (93 years) vs VFIAX (26 years). AIVSX (0.55) is less costly to investors than VFIAX (0.04). AIVSX is a more actively managed with annual turnover of: 34.00 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 : 20.22 vs. AIVSX (9.03). VFIAX return over 5 years is better than : 72.14 vs. AIVSX (40.95).
| AIVSX | VFIAX | AIVSX / VFIAX | |
| Total Expense Ratio | 0.55 | 0.04 | 1,375% |
| Annual Report Gross Expense Ratio | 0.55 | 0.04 | 1,375% |
| Fund Existence | 93 years | 26 years | - |
| Gain YTD | 9.122 | 9.311 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186B | 1.7T | 11% |
| Annual Yield % from dividends | 0.84 | 1.06 | 79% |
| Returns for 1 year | 9.03 | 20.22 | 45% |
| Returns for 3 years | 48.41 | 68.24 | 71% |
| Returns for 5 years | 40.95 | 72.14 | 57% |
| Returns for 10 years | 101.71 | 256.51 | 40% |
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