AWEIX
Price
$32.83
Change
+$0.02 (+0.06%)
Updated
Aug 7 closing price
Net Assets
1.73B
VTSMX
Price
$151.30
Change
-$0.14 (-0.09%)
Updated
Aug 7 closing price
Net Assets
1.91T
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AWEIX vs VTSMX

Header iconAWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMXBanner chart's image
CIBC Atlas Disciplined Equity Instl
Price$32.83
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Aug 08, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AWEIX (1.73B). VTSMX pays higher dividends than AWEIX: VTSMX (1.09) vs AWEIX (0.56). 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 : 21.77 vs. AWEIX (9.86). VTSMX return over 5 years is better than : 83.91 vs. AWEIX (41.22).
AWEIXVTSMXAWEIX / VTSMX
Total Expense Ratio0.720.14514%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence20 years33 years-
Gain YTD5.4987.45074%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.73B1.91T0%
Annual Yield % from dividends0.561.0951%
Returns for 1 year9.8621.7745%
Returns for 3 years23.5450.1547%
Returns for 5 years41.2283.9149%
Returns for 10 years116.80196.7859%
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