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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$33.69
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Aug 30, 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: 1.91T vs. AWEIX (1.75B). 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 : 15.91 vs. AWEIX (5.58). VTSMX return over 5 years is better than : 80.22 vs. AWEIX (38.35).
| 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 | 8.039 | 10.125 | 79% |
| 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 | 1.91T | 0% |
| Annual Yield % from dividends | 0.56 | 1.09 | 51% |
| Returns for 1 year | 5.58 | 15.91 | 35% |
| Returns for 3 years | 30.35 | 58.13 | 52% |
| Returns for 5 years | 38.35 | 80.22 | 48% |
| Returns for 10 years | 135.57 | 223.55 | 61% |
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