Interact to see
Advertisement
Advertisement
AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$66.16
Change-$0.52 (-0.78%)
VolumeN/A
Net Assets173.84B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
AIVSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AIVSX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AIVSX (174B). VTSMX pays higher dividends than AIVSX: VTSMX (1.02) vs AIVSX (0.85). AIVSX was incepted earlier than VTSMX: AIVSX (92 years) vs VTSMX (34 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 : 12.09 vs. AIVSX (8.39). VTSMX return over 5 years is better than : 77.91 vs. AIVSX (61.98).
| 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 | 34 years | - |
| Gain YTD | 15.576 | 12.736 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174B | 2.05T | 8% |
| Annual Yield % from dividends | 0.85 | 1.02 | 83% |
| Returns for 1 year | 8.39 | 12.09 | 69% |
| Returns for 3 years | 59.52 | 64.98 | 92% |
| Returns for 5 years | 61.98 | 77.91 | 80% |
| Returns for 10 years | 88.06 | 215.97 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement