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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$59.41
Change-$1.12 (-1.85%)
VolumeN/A
Net Assets157.32B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
AIVSX vs VTSMX Comparison Chart
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AIVSX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AIVSX (157B). 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 : 17.60 vs. AIVSX (12.19). VTSMX return over 5 years is better than : 74.84 vs. AIVSX (53.20).
| 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 | 2.999 | 2.121 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 1.84T | 9% |
| Annual Yield % from dividends | 1.27 | 1.26 | 100% |
| Returns for 1 year | 12.19 | 17.60 | 69% |
| Returns for 3 years | 29.04 | 36.78 | 79% |
| Returns for 5 years | 53.20 | 74.84 | 71% |
| Returns for 10 years | 61.29 | 180.15 | 34% |
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