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AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$32.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$257.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AWEIX vs VSMPX Comparison Chart
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AWEIX vs. VSMPX commentary
Sep 20, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. AWEIX (1.76B). VSMPX pays higher dividends than AWEIX: VSMPX (1.36) vs AWEIX (0.79). AWEIX was incepted earlier than VSMPX: AWEIX (19 years) vs VSMPX (9 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 : 25.90 vs. AWEIX (20.45). VSMPX return over 5 years is better than : 83.02 vs. AWEIX (54.56).
| AWEIX | VSMPX | AWEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 15.742 | 16.929 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.72T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 20.45 | 25.90 | 79% |
| Returns for 3 years | 5.57 | 21.36 | 26% |
| Returns for 5 years | 54.56 | 83.02 | 66% |
| Returns for 10 years | 123.65 | N/A | - |