Ad is loading...
AWEIX vs VITSX
AWEIX vs VITSX Comparison
Open Charts AWEIX vs VITSX
CIBC Atlas Disciplined Equity Instl
Price$29.08
Change-$1.25 (-4.12%)
VolumeN/A
Net Assets1.66B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
AWEIX vs VITSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWEIX vs. VITSX 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. AWEIX (1.66B). VITSX pays higher dividends than AWEIX: VITSX (1.36) vs AWEIX (0.61). AWEIX was incepted earlier than VITSX: AWEIX (19 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 : 8.05 vs. AWEIX (2.34). VITSX return over 5 years is better than : 126.25 vs. AWEIX (74.59).
| 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 | 19 years | 28 years | - |
| Gain YTD | -2.476 | -3.989 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 1.81T | 0% |
| Annual Yield % from dividends | 0.61 | 1.36 | 45% |
| Returns for 1 year | 2.34 | 8.05 | 29% |
| Returns for 3 years | 4.98 | 21.03 | 24% |
| Returns for 5 years | 74.59 | 126.25 | 59% |
| Returns for 10 years | 106.80 | 167.38 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...