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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$63.41
Change-$0.01 (-0.02%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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AWYIX vs VTSMX Comparison Chart
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AWYIX vs. VTSMX commentary
Sep 21, 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 AWYIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AWYIX (354M). AWYIX pays higher dividends than VTSMX: AWYIX (1.62) vs VTSMX (1.26). AWYIX was incepted earlier than VTSMX: AWYIX (14 years) vs VTSMX (32 years). AWYIX is a more actively managed with annual turnover of: 27.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AWYIX: VTSMX (3000) vs AWYIX (250000). AWYIX (31.70) and VTSMX (31.53) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. AWYIX (58.98).
| AWYIX | VTSMX | AWYIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 20.191 | 18.617 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.72T | 0% |
| Annual Yield % from dividends | 1.62 | 1.26 | 128% |
| Returns for 1 year | 31.70 | 31.53 | 101% |
| Returns for 3 years | 20.40 | 25.35 | 80% |
| Returns for 5 years | 58.98 | 85.64 | 69% |
| Returns for 10 years | 115.80 | 187.59 | 62% |
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