Ad is loading...
AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$28.98
Change+$0.41 (+1.44%)
VolumeN/A
Net Assets1.56B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
AWEIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWEIX vs. VTSMX commentary
Apr 25, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AWEIX (1.56B). VTSMX pays higher dividends than AWEIX: VTSMX (1.25) vs AWEIX (0.61). AWEIX was incepted earlier than VTSMX: AWEIX (19 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 : 3.51 vs. AWEIX (-3.46). VTSMX return over 5 years is better than : 83.68 vs. AWEIX (42.48).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -9.486 | -10.527 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.7T | 0% |
| Annual Yield % from dividends | 0.61 | 1.25 | 49% |
| Returns for 1 year | -3.46 | 3.51 | -99% |
| Returns for 3 years | 5.61 | 21.32 | 26% |
| Returns for 5 years | 42.48 | 83.68 | 51% |
| Returns for 10 years | 88.87 | 144.72 | 61% |
View a ticker or compare two or three
VS
VS
Ad is loading...