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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$32.83
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. AWEIX (1.73B). VTSAX pays higher dividends than AWEIX: VTSAX (1.18) vs AWEIX (0.56). AWEIX was incepted earlier than VTSAX: AWEIX (20 years) vs VTSAX (25 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 : 21.78 vs. AWEIX (9.86). VTSAX return over 5 years is better than : 83.94 vs. AWEIX (41.22).
| 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 | 20 years | 25 years | - |
| Gain YTD | 5.498 | 7.459 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 47% |
| Returns for 1 year | 9.86 | 21.78 | 45% |
| Returns for 3 years | 23.54 | 50.18 | 47% |
| Returns for 5 years | 41.22 | 83.94 | 49% |
| Returns for 10 years | 116.80 | 197.46 | 59% |
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