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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$33.35
Change-$0.53 (-1.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AWEIX vs VTSMX Comparison Chart
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AWEIX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AWEIX (1.81B). VTSMX pays higher dividends than AWEIX: VTSMX (1.26) vs AWEIX (0.79). AWEIX was incepted earlier than VTSMX: AWEIX (19 years) vs VTSMX (33 years). AWEIX is a more actively managed with annual turnover of: 10.00 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 : 30.52 vs. AWEIX (22.88). VTSMX return over 5 years is better than : 83.72 vs. AWEIX (54.55).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 20.137 | 22.392 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 1.73T | 0% |
| Annual Yield % from dividends | 0.79 | 1.26 | 62% |
| Returns for 1 year | 22.88 | 30.52 | 75% |
| Returns for 3 years | 3.31 | 19.91 | 17% |
| Returns for 5 years | 54.55 | 83.72 | 65% |
| Returns for 10 years | 126.80 | 186.07 | 68% |