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AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$32.96
Change-$0.89 (-2.63%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
AWEIX vs VSMPX Comparison Chart
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AWEIX vs. VSMPX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. AWEIX (1.82B). 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 : 26.92 vs. AWEIX (18.41). VSMPX return over 5 years is better than : 84.20 vs. AWEIX (54.79).
| 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 | 21.938 | 26.405 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 1.84T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 18.41 | 26.92 | 68% |
| Returns for 3 years | 7.23 | 27.92 | 26% |
| Returns for 5 years | 54.79 | 84.20 | 65% |
| Returns for 10 years | 128.21 | N/A | - |
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