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AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$31.54
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
AWEIX vs VSMPX Comparison Chart
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AWEIX vs. VSMPX commentary
Jan 19, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. AWEIX (1.75B). VSMPX pays higher dividends than AWEIX: VSMPX (1.36) vs AWEIX (0.79). AWEIX was incepted earlier than VSMPX: AWEIX (19 years) vs VSMPX (10 years). AWEIX is a more actively managed with annual turnover of: 10.00 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 : 25.27 vs. AWEIX (14.40). VSMPX return over 5 years is better than : 76.14 vs. AWEIX (38.93).
| AWEIX | VSMPX | AWEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 1.415 | 2.245 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.78T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 14.40 | 25.27 | 57% |
| Returns for 3 years | 9.69 | 29.00 | 33% |
| Returns for 5 years | 38.93 | 76.14 | 51% |
| Returns for 10 years | 126.51 | N/A | - |