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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$32.96
Change-$0.89 (-2.63%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
AWEIX vs VTSMX Comparison Chart
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AWEIX vs. VTSMX commentary
Dec 19, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AWEIX (1.82B). VTSMX pays higher dividends than AWEIX: VTSMX (1.26) vs AWEIX (0.79). AWEIX was incepted earlier than VTSMX: AWEIX (19 years) vs VTSMX (33 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 : 26.90 vs. AWEIX (18.41). VTSMX return over 5 years is better than : 84.16 vs. AWEIX (54.79).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 21.938 | 26.352 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 1.84T | 0% |
| Annual Yield % from dividends | 0.79 | 1.26 | 62% |
| Returns for 1 year | 18.41 | 26.90 | 68% |
| Returns for 3 years | 7.23 | 27.88 | 26% |
| Returns for 5 years | 54.79 | 84.16 | 65% |
| Returns for 10 years | 128.21 | 192.04 | 67% |
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