AWYIX
Price
$61.47
Change
+$0.71 (+1.17%)
Updated
Aug 22 closing price
Net Assets
362.51M
VTSMX
Price
$154.82
Change
+$2.59 (+1.70%)
Updated
Aug 22 closing price
Net Assets
1.91T
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AWYIX vs VTSMX

Header iconAWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMXBanner chart's image
CIBC Atlas Equity Income Institutional
Price$61.47
Change+$0.71 (+1.17%)
VolumeN/A
Net Assets362.51M
Vanguard Total Stock Mkt Idx I
Price$154.82
Change+$2.59 (+1.70%)
VolumeN/A
Net Assets1.91T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX vs. VTSMX commentary
Aug 23, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AWYIX (363M). AWYIX pays higher dividends than VTSMX: AWYIX (4.98) vs VTSMX (1.09). 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 : 14.24 vs. AWYIX (3.90). VTSMX return over 5 years is better than : 82.37 vs. AWYIX (50.29).
AWYIXVTSMXAWYIX / VTSMX
Total Expense Ratio0.900.14643%
Annual Report Gross Expense Ratio0.900.14643%
Fund Existence15 years33 years-
Gain YTD2.4628.01031%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets363M1.91T0%
Annual Yield % from dividends4.981.09456%
Returns for 1 year3.9014.2427%
Returns for 3 years28.0751.6154%
Returns for 5 years50.2982.3761%
Returns for 10 years142.56234.8361%
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