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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$33.69
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX commentary
Aug 30, 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: 1.91T vs. AWEIX (1.75B). 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 : 15.91 vs. AWEIX (5.58). VTSAX return over 5 years is better than : 80.23 vs. AWEIX (38.35).
| 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 | 8.039 | 10.134 | 79% |
| 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 | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.18 | 47% |
| Returns for 1 year | 5.58 | 15.91 | 35% |
| Returns for 3 years | 30.35 | 58.15 | 52% |
| Returns for 5 years | 38.35 | 80.23 | 48% |
| Returns for 10 years | 135.57 | 224.21 | 60% |
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