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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$31.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets1.67B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
AWEIX vs VTSAX Comparison Chart
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AWEIX vs. VTSAX commentary
Jun 07, 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: 1.82T vs. AWEIX (1.67B). VTSAX pays higher dividends than AWEIX: VTSAX (1.28) vs AWEIX (0.60). 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 : 11.40 vs. AWEIX (1.43). VTSAX return over 5 years is better than : 81.77 vs. AWEIX (39.73).
| 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 | -0.257 | 1.287 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 1.82T | 0% |
| Annual Yield % from dividends | 0.60 | 1.28 | 47% |
| Returns for 1 year | 1.43 | 11.40 | 13% |
| Returns for 3 years | 18.06 | 42.45 | 43% |
| Returns for 5 years | 39.73 | 81.77 | 49% |
| Returns for 10 years | 110.58 | 181.81 | 61% |
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