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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$32.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AWEIX vs VTSMX Comparison Chart
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AWEIX vs. VTSMX commentary
Sep 20, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AWEIX (1.76B). VTSMX pays higher dividends than AWEIX: VTSMX (1.26) vs AWEIX (0.79). AWEIX was incepted earlier than VTSMX: AWEIX (19 years) vs VTSMX (32 years). AWEIX is a more actively managed with annual turnover of: 10.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AWEIX: VTSMX (3000) vs AWEIX (250000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. AWEIX (20.45). VTSMX return over 5 years is better than : 82.93 vs. AWEIX (54.56).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 15.742 | 16.884 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.72T | 0% |
| Annual Yield % from dividends | 0.79 | 1.26 | 62% |
| Returns for 1 year | 20.45 | 25.89 | 79% |
| Returns for 3 years | 5.57 | 21.33 | 26% |
| Returns for 5 years | 54.56 | 82.93 | 66% |
| Returns for 10 years | 123.65 | 178.97 | 69% |
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