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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$31.54
Change+$0.28 (+0.90%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
AWEIX vs VTSAX Comparison Chart
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AWEIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. AWEIX (1.75B). VTSAX pays higher dividends than AWEIX: VTSAX (1.35) vs AWEIX (0.79). AWEIX was incepted earlier than VTSAX: AWEIX (19 years) vs VTSAX (24 years). AWEIX is a more actively managed with annual turnover of: 10.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AWEIX: VTSAX (3000) vs AWEIX (250000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. AWEIX (14.40). VTSAX return over 5 years is better than : 76.10 vs. AWEIX (38.93).
| AWEIX | VTSAX | AWEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 1.415 | 2.241 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.78T | 0% |
| Annual Yield % from dividends | 0.79 | 1.35 | 58% |
| Returns for 1 year | 14.40 | 25.26 | 57% |
| Returns for 3 years | 9.69 | 28.96 | 33% |
| Returns for 5 years | 38.93 | 76.10 | 51% |
| Returns for 10 years | 126.51 | 195.63 | 65% |
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