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AIVSX vs VTSAX
AIVSX vs VTSAX Comparison
Open Charts AIVSX vs VTSAX
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 Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
AIVSX vs VTSAX Comparison Chart
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AIVSX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AIVSX (150B). VTSAX pays higher dividends than AIVSX: VTSAX (1.36) vs AIVSX (1.02). AIVSX was incepted earlier than VTSAX: AIVSX (91 years) vs VTSAX (25 years). AIVSX (0.56) is less costly to investors than VTSAX (0.04). AIVSX is a more actively managed with annual turnover of: 32.00 vs. VTSAX (2.00). AIVSX has a lower initial minimum investment than VTSAX: AIVSX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. AIVSX (4.16). VTSAX return over 5 years is better than : 87.93 vs. AIVSX (65.86).
| AIVSX | VTSAX | AIVSX / VTSAX | |
| Total Expense Ratio | 0.56 | 0.04 | 1,400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 1,400% |
| Fund Existence | 91 years | 25 years | - |
| Gain YTD | -0.783 | -4.657 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.72T | 9% |
| Annual Yield % from dividends | 1.02 | 1.36 | 75% |
| Returns for 1 year | 4.16 | 7.85 | 53% |
| Returns for 3 years | 34.99 | 39.39 | 89% |
| Returns for 5 years | 65.86 | 87.93 | 75% |
| Returns for 10 years | 56.64 | 163.37 | 35% |