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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$63.70
Change-$0.30 (-0.47%)
VolumeN/A
Net Assets168.47B
Vanguard Total Stock Mkt Idx I
Price$148.99
Change-$0.80 (-0.53%)
VolumeN/A
Net Assets1.91T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Jul 16, 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: 1.91T vs. AIVSX (168B). VTSMX pays higher dividends than AIVSX: VTSMX (1.12) vs AIVSX (0.91). AIVSX was incepted earlier than VTSMX: AIVSX (92 years) vs VTSMX (33 years). AIVSX (0.56) is less costly to investors than VTSMX (0.14). AIVSX is a more actively managed with annual turnover of: 32.00 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 : 11.36 vs. AIVSX (9.85). VTSMX return over 5 years is better than : 90.04 vs. AIVSX (70.47).
| AIVSX | VTSMX | AIVSX / VTSMX | |
| Total Expense Ratio | 0.56 | 0.14 | 400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 92 years | 33 years | - |
| Gain YTD | 11.022 | 6.279 | 176% |
| 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 | 1.12 | 82% |
| Returns for 1 year | 9.85 | 11.36 | 87% |
| Returns for 3 years | 60.53 | 60.26 | 100% |
| Returns for 5 years | 70.47 | 90.04 | 78% |
| Returns for 10 years | 76.20 | 190.31 | 40% |
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