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AWEIX vs VFFSX
AWEIX vs VFFSX Comparison
Open Charts AWEIX vs VFFSX
CIBC Atlas Disciplined Equity Instl
Price$29.08
Change-$1.25 (-4.12%)
VolumeN/A
Net Assets1.66B
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
AWEIX vs VFFSX Comparison Chart
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AWEIX vs. VFFSX commentary
Apr 04, 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 StrongBuy and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. AWEIX (1.66B). VFFSX pays higher dividends than AWEIX: VFFSX (1.36) vs AWEIX (0.61). AWEIX was incepted earlier than VFFSX: AWEIX (19 years) vs VFFSX (9 years). AWEIX (0.72) is less costly to investors than VFFSX (0.01). AWEIX is a more actively managed with annual turnover of: 14.00 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 : 8.88 vs. AWEIX (2.34). VFFSX return over 5 years is better than : 128.09 vs. AWEIX (74.59).
| AWEIX | VFFSX | AWEIX / VFFSX | |
| Total Expense Ratio | 0.72 | 0.01 | 7,200% |
| Annual Report Gross Expense Ratio | 0.72 | 0.01 | 7,200% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -2.476 | -3.583 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 1.4T | 0% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | 2.34 | 8.88 | 26% |
| Returns for 3 years | 4.98 | 23.90 | 21% |
| Returns for 5 years | 74.59 | 128.09 | 58% |
| Returns for 10 years | 106.80 | N/A | - |
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