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AIVSX vs VTSAX
AIVSX vs VTSAX Comparison
Open Charts AIVSX vs VTSAX
American Funds Invmt Co of Amer A
Price$63.29
Change-$0.32 (-0.50%)
VolumeN/A
Net Assets167.51B
Vanguard Total Stock Mkt Idx Adm
Price$148.74
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets1.91T
AIVSX vs VTSAX Comparison Chart in %
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AIVSX vs. VTSAX commentary
Jul 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: 1.91T vs. AIVSX (168B). VTSAX pays higher dividends than AIVSX: VTSAX (1.21) vs AIVSX (0.91). AIVSX was incepted earlier than VTSAX: AIVSX (92 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 : 12.45 vs. AIVSX (9.97). VTSAX return over 5 years is better than : 91.60 vs. AIVSX (71.35).
| 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 | 92 years | 25 years | - |
| Gain YTD | 10.308 | 5.558 | 185% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 1.91T | 9% |
| Annual Yield % from dividends | 0.91 | 1.21 | 75% |
| Returns for 1 year | 9.97 | 12.45 | 80% |
| Returns for 3 years | 57.16 | 57.52 | 99% |
| Returns for 5 years | 71.35 | 91.60 | 78% |
| Returns for 10 years | 78.95 | 195.21 | 40% |
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