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AWEIX vs VITSX
AWEIX vs VITSX Comparison
Open Charts AWEIX vs VITSX
CIBC Atlas Disciplined Equity Instl
Price$31.68
Change-$0.48 (-1.49%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
AWEIX vs VITSX Comparison Chart
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AWEIX vs. VITSX 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 AWEIX is a Hold and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. AWEIX (1.75B). VITSX pays higher dividends than AWEIX: VITSX (1.36) vs AWEIX (0.79). AWEIX was incepted earlier than VITSX: AWEIX (19 years) vs VITSX (28 years). AWEIX is a more actively managed with annual turnover of: 10.00 vs. VITSX (2.00). AWEIX has a lower initial minimum investment than VITSX: AWEIX (250000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 17.61 vs. AWEIX (8.94). VITSX return over 5 years is better than : 74.84 vs. AWEIX (38.43).
| AWEIX | VITSX | AWEIX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 1.865 | 2.134 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.84T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 8.94 | 17.61 | 51% |
| Returns for 3 years | 15.80 | 36.80 | 43% |
| Returns for 5 years | 38.43 | 74.84 | 51% |
| Returns for 10 years | 114.00 | 180.75 | 63% |