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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$61.70
Change-$0.27 (-0.44%)
VolumeN/A
Net Assets362.04M
Vanguard Total Stock Mkt Idx I
Price$157.81
Change-$0.24 (-0.15%)
VolumeN/A
Net Assets1.95T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX vs. VTSMX commentary
Sep 14, 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 AWYIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AWYIX (362M). AWYIX pays higher dividends than VTSMX: AWYIX (4.96) vs VTSMX (1.07). AWYIX was incepted earlier than VTSMX: AWYIX (15 years) vs VTSMX (33 years). AWYIX (0.90) is less costly to investors than VTSMX (0.14). AWYIX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AWYIX: VTSMX (3000) vs AWYIX (250000). VTSMX annual gain was more profitable for investors over the last year : 17.94 vs. AWYIX (4.24). VTSMX return over 5 years is better than : 92.53 vs. AWYIX (56.84).
| AWYIX | VTSMX | AWYIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 4.047 | 11.969 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 1.95T | 0% |
| Annual Yield % from dividends | 4.96 | 1.07 | 464% |
| Returns for 1 year | 4.24 | 17.94 | 24% |
| Returns for 3 years | 34.40 | 64.44 | 53% |
| Returns for 5 years | 56.84 | 92.53 | 61% |
| Returns for 10 years | 134.83 | 227.45 | 59% |
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