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AWEIX vs VSTSX
AWEIX vs VSTSX Comparison
Open Charts AWEIX vs VSTSX
CIBC Atlas Disciplined Equity Instl
Price$33.35
Change-$0.53 (-1.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.21
Change-$3.68 (-1.31%)
VolumeN/A
CapitalizationN/A
AWEIX vs VSTSX Comparison Chart
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AWEIX vs. VSTSX commentary
Nov 18, 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 VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. AWEIX (1.81B). VSTSX pays higher dividends than AWEIX: VSTSX (1.36) vs AWEIX (0.79). AWEIX was incepted earlier than VSTSX: AWEIX (19 years) vs VSTSX (8 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 : 30.56 vs. AWEIX (22.88). VSTSX return over 5 years is better than : 83.83 vs. AWEIX (54.55).
| AWEIX | VSTSX | AWEIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 20.137 | 22.443 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 1.73T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 22.88 | 30.56 | 75% |
| Returns for 3 years | 3.31 | 19.98 | 17% |
| Returns for 5 years | 54.55 | 83.83 | 65% |
| Returns for 10 years | 126.80 | N/A | - |