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AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$29.08
Change-$1.25 (-4.12%)
VolumeN/A
Net Assets1.66B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
AWEIX vs VSMPX Comparison Chart
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AWEIX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. AWEIX (1.66B). VSMPX pays higher dividends than AWEIX: VSMPX (1.37) vs AWEIX (0.61). AWEIX was incepted earlier than VSMPX: AWEIX (19 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 : 8.06 vs. AWEIX (2.34). VSMPX return over 5 years is better than : 126.31 vs. AWEIX (74.59).
| AWEIX | VSMPX | AWEIX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -2.476 | -3.987 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 1.81T | 0% |
| Annual Yield % from dividends | 0.61 | 1.37 | 45% |
| Returns for 1 year | 2.34 | 8.06 | 29% |
| Returns for 3 years | 4.98 | 21.05 | 24% |
| Returns for 5 years | 74.59 | 126.31 | 59% |
| Returns for 10 years | 106.80 | N/A | - |
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