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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$58.96
Change+$0.52 (+0.89%)
VolumeN/A
Net Assets156.45B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
AIVSX vs VTSMX Comparison Chart
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AIVSX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. AIVSX (156B). 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 : 25.24 vs. AIVSX (18.35). VTSMX return over 5 years is better than : 76.07 vs. AIVSX (50.96).
| 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 | 2.219 | 2.241 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.78T | 9% |
| Annual Yield % from dividends | 1.27 | 1.26 | 100% |
| Returns for 1 year | 18.35 | 25.24 | 73% |
| Returns for 3 years | 21.12 | 28.94 | 73% |
| Returns for 5 years | 50.96 | 76.07 | 67% |
| Returns for 10 years | 66.69 | 194.99 | 34% |
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