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AWEIX vs VSTSX
AWEIX vs VSTSX Comparison
Open Charts AWEIX vs VSTSX
CIBC Atlas Disciplined Equity Instl
Price$31.54
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
AWEIX vs VSTSX Comparison Chart
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AWEIX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. AWEIX (1.75B). VSTSX pays higher dividends than AWEIX: VSTSX (1.36) vs AWEIX (0.79). AWEIX was incepted earlier than VSTSX: AWEIX (19 years) vs VSTSX (9 years). AWEIX is a more actively managed with annual turnover of: 10.00 vs. VSTSX (2.00). AWEIX has a lower initial minimum investment than VSTSX: AWEIX (250000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. AWEIX (14.40). VSTSX return over 5 years is better than : 76.20 vs. AWEIX (38.93).
| AWEIX | VSTSX | AWEIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 1.415 | 2.247 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000000 | 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 | 25.28 | 57% |
| Returns for 3 years | 9.69 | 29.03 | 33% |
| Returns for 5 years | 38.93 | 76.20 | 51% |
| Returns for 10 years | 126.51 | N/A | - |