AWEIX
Price
$33.69
Change
+$0.09 (+0.27%)
Updated
Aug 28 closing price
Net Assets
1.75B
VSMPX
Price
$292.34
Change
+$1.05 (+0.36%)
Updated
Aug 28 closing price
Net Assets
1.91T
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AWEIX vs VSMPX

Header iconAWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPXBanner chart's image
CIBC Atlas Disciplined Equity Instl
Price$33.69
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
AWEIX vs VSMPX Comparison Chart in %
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VS
AWEIX vs. VSMPX 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AWEIX (1.75B). VSMPX pays higher dividends than AWEIX: VSMPX (1.20) vs AWEIX (0.56). AWEIX was incepted earlier than VSMPX: AWEIX (20 years) vs VSMPX (10 years). AWEIX (0.72) is less costly to investors than VSMPX (0.02). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VSMPX (2.00). AWEIX has a lower initial minimum investment than VSMPX: AWEIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.93 vs. AWEIX (5.58). VSMPX return over 5 years is better than : 80.29 vs. AWEIX (38.35).
AWEIXVSMPXAWEIX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence20 years10 years-
Gain YTD8.03910.14779%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.75B1.91T0%
Annual Yield % from dividends0.561.2047%
Returns for 1 year5.5815.9335%
Returns for 3 years30.3558.2052%
Returns for 5 years38.3580.2948%
Returns for 10 years135.57213.9463%
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