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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$33.70
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets1.72B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AWEIX (1.72B). VTSMX pays higher dividends than AWEIX: VTSMX (1.02) vs AWEIX (0.53). AWEIX was incepted earlier than VTSMX: AWEIX (20 years) vs VTSMX (34 years). AWEIX (0.72) is less costly to investors than VTSMX (0.14). AWEIX is a more actively managed with annual turnover of: 14.00 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 : 10.79 vs. AWEIX (0.74). VTSMX return over 5 years is better than : 77.62 vs. AWEIX (34.40).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 8.039 | 11.948 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.02 | 52% |
| Returns for 1 year | 0.74 | 10.79 | 7% |
| Returns for 3 years | 33.90 | 63.83 | 53% |
| Returns for 5 years | 34.40 | 77.62 | 44% |
| Returns for 10 years | 124.47 | 213.77 | 58% |
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