Ad is loading...
AIVSX vs VSMPX
AIVSX vs VSMPX Comparison
Open Charts AIVSX vs VSMPX
American Funds Invmt Co of Amer A
Price$57.07
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets149.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
AIVSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AIVSX vs. VSMPX commentary
May 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. AIVSX (150B). VSMPX pays higher dividends than AIVSX: VSMPX (1.37) vs AIVSX (1.02). AIVSX was incepted earlier than VSMPX: AIVSX (91 years) vs VSMPX (10 years). AIVSX (0.56) is less costly to investors than VSMPX (0.02). AIVSX is a more actively managed with annual turnover of: 32.00 vs. VSMPX (2.00). AIVSX has a lower initial minimum investment than VSMPX: AIVSX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. AIVSX (4.16). VSMPX return over 5 years is better than : 88.00 vs. AIVSX (65.86).
| AIVSX | VSMPX | AIVSX / VSMPX | |
| Total Expense Ratio | 0.56 | 0.02 | 2,800% |
| Annual Report Gross Expense Ratio | 0.56 | 0.02 | 2,800% |
| Fund Existence | 91 years | 10 years | - |
| Gain YTD | -0.783 | -4.649 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.72T | 9% |
| Annual Yield % from dividends | 1.02 | 1.37 | 75% |
| Returns for 1 year | 4.16 | 7.86 | 53% |
| Returns for 3 years | 34.99 | 39.43 | 89% |
| Returns for 5 years | 65.86 | 88.00 | 75% |
| Returns for 10 years | 56.64 | 155.00 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...