The average market capitalization across the group is 936.26B. The market cap for tickers in the group ranges from 185.64B to 1.69T. VFINX holds the highest valuation in this group at 1.69T. The lowest valued company is AIVSX at 185.64B.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 13%. AIVSX experienced the highest price growth at -0%, while VFINX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

AIVSX vs. VFINX commentary

Sep 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 StrongBuy and VFINX is a StrongBuy.

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FUNDAMENTALS

Fundamentals

VFINX has more cash in the bank: 1.76T vs. AIVSX (186B). VFINX pays higher dividends than AIVSX: VFINX (0.94) vs AIVSX (0.83). AIVSX was incepted earlier than VFINX: AIVSX (93 years) vs VFINX (50 years). AIVSX (0.55) is less costly to investors than VFINX (0.14). AIVSX is a more actively managed with annual turnover of: 34.00 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 : 19.16 vs. AIVSX (7.30). VFINX return over 5 years is better than : 70.92 vs. AIVSX (38.68).

	AIVSX	VFINX	AIVSX / VFINX
Total Expense Ratio	0.55	0.14	393%
Annual Report Gross Expense Ratio	0.55	0.14	393%
Fund Existence	93 years	50 years	-
Gain YTD	11.207	13.346	84%
Front Load	6%	N/A	-
Min. Initial Investment	250	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	186B	1.76T	11%
Annual Yield % from dividends	0.83	0.94	88%
Returns for 1 year	7.30	19.16	38%
Returns for 3 years	48.28	72.38	67%
Returns for 5 years	38.68	70.92	55%
Returns for 10 years	98.69	254.31	39%

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