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AWEIX vs VFFSX
AWEIX vs VFFSX Comparison
Open Charts AWEIX vs VFFSX
CIBC Atlas Disciplined Equity Instl
Price$32.96
Change-$0.89 (-2.63%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
AWEIX vs VFFSX Comparison Chart
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AWEIX vs. VFFSX 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 AWEIX is a StrongBuy and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. AWEIX (1.82B). VFFSX pays higher dividends than AWEIX: VFFSX (1.33) vs AWEIX (0.79). AWEIX was incepted earlier than VFFSX: AWEIX (19 years) vs VFFSX (8 years). AWEIX is a more actively managed with annual turnover of: 10.00 vs. VFFSX (2.00). AWEIX has a lower initial minimum investment than VFFSX: AWEIX (250000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 27.66 vs. AWEIX (18.41). VFFSX return over 5 years is better than : 88.73 vs. AWEIX (54.79).
| AWEIX | VFFSX | AWEIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 21.938 | 27.330 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 1.37T | 0% |
| Annual Yield % from dividends | 0.79 | 1.33 | 59% |
| Returns for 1 year | 18.41 | 27.66 | 67% |
| Returns for 3 years | 7.23 | 31.05 | 23% |
| Returns for 5 years | 54.79 | 88.73 | 62% |
| Returns for 10 years | 128.21 | N/A | - |
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