Interact to see
Advertisement
Advertisement
AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$32.39
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets1.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.66
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets1.91T
AWEIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWEIX vs. VSMPX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AWEIX (1.72B). VSMPX pays higher dividends than AWEIX: VSMPX (1.22) vs AWEIX (0.57). 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 : 9.81 vs. AWEIX (0.90). VSMPX return over 5 years is better than : 88.45 vs. AWEIX (44.05).
| 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 | 20 years | 10 years | - |
| Gain YTD | 3.987 | 5.719 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 1.91T | 0% |
| Annual Yield % from dividends | 0.57 | 1.22 | 47% |
| Returns for 1 year | 0.90 | 9.81 | 9% |
| Returns for 3 years | 30.91 | 59.49 | 52% |
| Returns for 5 years | 44.05 | 88.45 | 50% |
| Returns for 10 years | 111.77 | 180.22 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement