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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$33.97
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Sep 27, 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: 1.95T vs. AWEIX (1.75B). VTSMX pays higher dividends than AWEIX: VTSMX (1.07) vs AWEIX (0.55). AWEIX was incepted earlier than VTSMX: AWEIX (20 years) vs VTSMX (33 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 : 14.91 vs. AWEIX (5.21). VTSMX return over 5 years is better than : 95.30 vs. AWEIX (47.36).
| 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 | 33 years | - |
| Gain YTD | 9.035 | 12.239 | 74% |
| 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 | 1.95T | 0% |
| Annual Yield % from dividends | 0.55 | 1.07 | 51% |
| Returns for 1 year | 5.21 | 14.91 | 35% |
| Returns for 3 years | 45.67 | 79.12 | 58% |
| Returns for 5 years | 47.36 | 95.30 | 50% |
| Returns for 10 years | 149.94 | 247.72 | 61% |
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