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AIVSX vs VFINX
AIVSX vs VFINX Comparison
Open Charts AIVSX vs VFINX
American Funds Invmt Co of Amer A
Price$56.71
Change-$0.46 (-0.80%)
VolumeN/A
Net Assets150.74B
Vanguard 500 Index Investor
Price$517.80
Change-$4.01 (-0.77%)
VolumeN/A
Net Assets1.33T
AIVSX vs VFINX Comparison Chart
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AIVSX vs. VFINX commentary
May 07, 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: 1.34T vs. AIVSX (151B). VFINX pays higher dividends than AIVSX: VFINX (1.25) vs AIVSX (1.02). AIVSX was incepted earlier than VFINX: AIVSX (91 years) vs VFINX (49 years). AIVSX (0.56) is less costly to investors than VFINX (0.14). AIVSX is a more actively managed with annual turnover of: 32.00 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 : 9.11 vs. AIVSX (3.92). VFINX return over 5 years is better than : 96.09 vs. AIVSX (67.24).
| AIVSX | VFINX | AIVSX / VFINX | |
| Total Expense Ratio | 0.56 | 0.14 | 400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 91 years | 49 years | - |
| Gain YTD | -1.409 | -3.862 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.34T | 11% |
| Annual Yield % from dividends | 1.02 | 1.25 | 82% |
| Returns for 1 year | 3.92 | 9.11 | 43% |
| Returns for 3 years | 29.78 | 37.10 | 80% |
| Returns for 5 years | 67.24 | 96.09 | 70% |
| Returns for 10 years | 54.83 | 167.29 | 33% |
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