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AWEIX vs VITSX
AWEIX vs VITSX Comparison
Open Charts AWEIX vs VITSX
CIBC Atlas Disciplined Equity Instl
Price$33.69
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Market Idx I
Price$155.84
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
AWEIX vs VITSX Comparison Chart in %
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AWEIX vs. VITSX commentary
Aug 30, 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 Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. AWEIX (1.75B). VITSX pays higher dividends than AWEIX: VITSX (1.19) vs AWEIX (0.56). AWEIX was incepted earlier than VITSX: AWEIX (20 years) vs VITSX (28 years). AWEIX (0.72) is less costly to investors than VITSX (0.03). AWEIX is a more actively managed with annual turnover of: 14.00 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 : 15.92 vs. AWEIX (5.58). VITSX return over 5 years is better than : 80.23 vs. AWEIX (38.35).
| AWEIX | VITSX | AWEIX / VITSX | |
| Total Expense Ratio | 0.72 | 0.03 | 2,400% |
| Annual Report Gross Expense Ratio | 0.72 | 0.03 | 2,400% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.039 | 10.140 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.19 | 47% |
| Returns for 1 year | 5.58 | 15.92 | 35% |
| Returns for 3 years | 30.35 | 58.15 | 52% |
| Returns for 5 years | 38.35 | 80.23 | 48% |
| Returns for 10 years | 135.57 | 224.16 | 60% |
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