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AWEIX vs VFFSX
AWEIX vs VFFSX Comparison
Open Charts AWEIX vs VFFSX
CIBC Atlas Disciplined Equity Instl
Price$31.54
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets1.75B
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
AWEIX vs VFFSX Comparison Chart
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AWEIX vs. VFFSX 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 AWEIX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. AWEIX (1.75B). VFFSX pays higher dividends than AWEIX: VFFSX (1.33) vs AWEIX (0.79). AWEIX was incepted earlier than VFFSX: AWEIX (19 years) vs VFFSX (9 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 : 25.56 vs. AWEIX (14.40). VFFSX return over 5 years is better than : 80.32 vs. AWEIX (38.93).
| AWEIX | VFFSX | AWEIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 1.415 | 2.012 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.35T | 0% |
| Annual Yield % from dividends | 0.79 | 1.33 | 59% |
| Returns for 1 year | 14.40 | 25.56 | 56% |
| Returns for 3 years | 9.69 | 31.20 | 31% |
| Returns for 5 years | 38.93 | 80.32 | 48% |
| Returns for 10 years | 126.51 | N/A | - |
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