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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$33.97
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX commentary
Sep 27, 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: 1.95T vs. AWEIX (1.75B). VTSAX pays higher dividends than AWEIX: VTSAX (1.16) vs AWEIX (0.55). 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 : 14.92 vs. AWEIX (5.21). VTSAX return over 5 years is better than : 95.38 vs. AWEIX (47.36).
| 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 | 9.035 | 12.262 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.95T | 0% |
| Annual Yield % from dividends | 0.55 | 1.16 | 47% |
| Returns for 1 year | 5.21 | 14.92 | 35% |
| Returns for 3 years | 45.67 | 79.20 | 58% |
| Returns for 5 years | 47.36 | 95.38 | 50% |
| Returns for 10 years | 149.94 | 248.62 | 60% |
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