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AIVSX vs VFINX
AIVSX vs VFINX Comparison
Open Charts AIVSX vs VFINX
American Funds Invmt Co of Amer A
Price$54.66
Change+$4.39 (+8.73%)
VolumeN/A
Net Assets132.68B
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
AIVSX vs VFINX Comparison Chart
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AIVSX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. AIVSX (133B). VFINX pays higher dividends than AIVSX: VFINX (1.24) vs AIVSX (1.02). AIVSX was incepted earlier than VFINX: AIVSX (91 years) vs VFINX (49 years). AIVSX (0.58) is less costly to investors than VFINX (0.14). AIVSX is a more actively managed with annual turnover of: 29.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AIVSX: VFINX (0) vs AIVSX (250). VFINX annual gain was more profitable for investors over the last year : -4.34 vs. AIVSX (-8.32). VFINX return over 5 years is better than : 78.65 vs. AIVSX (54.13).
| AIVSX | VFINX | AIVSX / VFINX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 91 years | 49 years | - |
| Gain YTD | -12.605 | -15.272 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.32T | 10% |
| Annual Yield % from dividends | 1.02 | 1.24 | 82% |
| Returns for 1 year | -8.32 | -4.34 | 192% |
| Returns for 3 years | 5.65 | 11.08 | 51% |
| Returns for 5 years | 54.13 | 78.65 | 69% |
| Returns for 10 years | 38.92 | 137.41 | 28% |
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