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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$57.55
Change-$1.81 (-3.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
AIVSX vs VTSMX Comparison Chart
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AIVSX vs. VTSMX commentary
Dec 19, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AIVSX (148B). 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 : 26.90 vs. AIVSX (20.47). VTSMX return over 5 years is better than : 84.16 vs. AIVSX (56.93).
| 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 | 19.032 | 26.352 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.84T | 8% |
| Annual Yield % from dividends | 1.27 | 1.26 | 100% |
| Returns for 1 year | 20.47 | 26.90 | 76% |
| Returns for 3 years | 21.33 | 27.88 | 77% |
| Returns for 5 years | 56.93 | 84.16 | 68% |
| Returns for 10 years | 50.85 | 192.04 | 26% |
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