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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$61.42
Change-$0.84 (-1.35%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AIVSX vs VTSMX Comparison Chart
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AIVSX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AIVSX (153B). AIVSX (1.27) and VTSMX (1.26) have matching dividends . AIVSX was incepted earlier than VTSMX: AIVSX (91 years) vs VTSMX (33 years). 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 : 30.52 vs. AIVSX (27.08). VTSMX return over 5 years is better than : 83.72 vs. AIVSX (59.59).
| AIVSX | VTSMX | AIVSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 91 years | 33 years | - |
| Gain YTD | 22.866 | 22.392 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.73T | 9% |
| Annual Yield % from dividends | 1.27 | 1.26 | 100% |
| Returns for 1 year | 27.08 | 30.52 | 89% |
| Returns for 3 years | 16.71 | 19.91 | 84% |
| Returns for 5 years | 59.59 | 83.72 | 71% |
| Returns for 10 years | 55.33 | 186.07 | 30% |