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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$60.46
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets160.83B
Vanguard Total Stock Mkt Idx I
Price$143.06
Change-$1.20 (-0.83%)
VolumeN/A
Net Assets1.82T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Jun 18, 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: 1.82T vs. AIVSX (161B). VTSMX pays higher dividends than AIVSX: VTSMX (1.18) vs AIVSX (0.96). 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 : 10.45 vs. AIVSX (6.57). VTSMX return over 5 years is better than : 88.39 vs. AIVSX (66.49).
| 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 | 5.375 | 2.342 | 230% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.82T | 9% |
| Annual Yield % from dividends | 0.96 | 1.18 | 81% |
| Returns for 1 year | 6.57 | 10.45 | 63% |
| Returns for 3 years | 56.30 | 61.73 | 91% |
| Returns for 5 years | 66.49 | 88.39 | 75% |
| Returns for 10 years | 66.98 | 179.66 | 37% |