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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$60.41
Change-$0.61 (-1.00%)
VolumeN/A
Net Assets365.35M
Vanguard Total Stock Mkt Idx I
Price$148.85
Change-$2.50 (-1.65%)
VolumeN/A
Net Assets1.91T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX vs. VTSMX commentary
Aug 02, 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: 1.91T vs. AWYIX (365M). 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 : 15.96 vs. AWYIX (7.21). VTSMX return over 5 years is better than : 88.59 vs. AWYIX (55.60).
| 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 | 2.901 | 7.386 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 1.91T | 0% |
| Annual Yield % from dividends | 4.98 | 1.09 | 456% |
| Returns for 1 year | 7.21 | 15.96 | 45% |
| Returns for 3 years | 30.88 | 52.38 | 59% |
| Returns for 5 years | 55.60 | 88.59 | 63% |
| Returns for 10 years | 115.53 | 198.06 | 58% |
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