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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$54.66
Change+$4.39 (+8.73%)
VolumeN/A
Net Assets132.68B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
AIVSX vs VTSMX Comparison Chart
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AIVSX vs. VTSMX commentary
Apr 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AIVSX (133B). VTSMX pays higher dividends than AIVSX: VTSMX (1.25) vs AIVSX (1.02). AIVSX was incepted earlier than VTSMX: AIVSX (91 years) vs VTSMX (33 years). AIVSX (0.58) is less costly to investors than VTSMX (0.14). AIVSX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). AIVSX has a lower initial minimum investment than VTSMX: AIVSX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : -5.43 vs. AIVSX (-8.32). VTSMX return over 5 years is better than : 75.41 vs. AIVSX (54.13).
| AIVSX | VTSMX | AIVSX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 91 years | 33 years | - |
| Gain YTD | -12.605 | -15.905 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.7T | 8% |
| Annual Yield % from dividends | 1.02 | 1.25 | 82% |
| Returns for 1 year | -8.32 | -5.43 | 153% |
| Returns for 3 years | 5.65 | 8.73 | 65% |
| Returns for 5 years | 54.13 | 75.41 | 72% |
| Returns for 10 years | 38.92 | 131.53 | 30% |
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