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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$28.98
Change+$0.41 (+1.44%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
AWEIX vs VTSAX Comparison Chart
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AWEIX vs. VTSAX commentary
Apr 25, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. AWEIX (1.56B). VTSAX pays higher dividends than AWEIX: VTSAX (1.35) vs AWEIX (0.61). AWEIX was incepted earlier than VTSAX: AWEIX (19 years) vs VTSAX (24 years). AWEIX (0.72) is less costly to investors than VTSAX (0.04). AWEIX is a more actively managed with annual turnover of: 14.00 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 : 3.52 vs. AWEIX (-3.46). VTSAX return over 5 years is better than : 83.70 vs. AWEIX (42.48).
| AWEIX | VTSAX | AWEIX / VTSAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -9.486 | -10.530 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.7T | 0% |
| Annual Yield % from dividends | 0.61 | 1.35 | 45% |
| Returns for 1 year | -3.46 | 3.52 | -99% |
| Returns for 3 years | 5.61 | 21.34 | 26% |
| Returns for 5 years | 42.48 | 83.70 | 51% |
| Returns for 10 years | 88.87 | 145.25 | 61% |
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