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AIVSX or VFIAX or VWNFX
AIVSX vs VFIAX vs VWNFX Comparison
Open Charts AIVSX vs VFIAX vs VWNFX
American Funds Invmt Co of Amer A
Price$64.03
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets168.41B
Vanguard 500 Index Admiral
Price$581.35
Change-$0.02 (-0.00%)
VolumeN/A
Net Assets1.49T
AIVSX vs VFIAX vs VWNFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. AIVSX (168B) and VWNFX (60.2B). VWNFX pays higher dividends than VFIAX and AIVSX: VWNFX (1.50) vs VFIAX (1.21) and AIVSX (0.91). AIVSX was incepted earlier than VFIAX and VWNFX: AIVSX (92 years) vs VFIAX (25 years) and VWNFX (40 years). AIVSX (0.56) is less costly to investors than VWNFX (0.32) and VFIAX (0.04). AIVSX is a more actively managed with annual turnover of: 32.00 vs. VWNFX (22.00) and VFIAX (2.00). AIVSX has a lower initial minimum investment than VFIAX and VWNFX: AIVSX (250) vs VFIAX (3000) and VWNFX (3000). VFIAX annual gain was more profitable for investors over the last year : 13.64 vs. AIVSX (11.91) and VWNFX (-2.13). VFIAX return over 5 years is better than : 95.45 vs. AIVSX (71.00) and VWNFX (38.70).
| AIVSX | VFIAX | VWNFX | |
| Total Expense Ratio | 0.56 | 0.04 | 0.32 |
| Annual Report Gross Expense Ratio | 0.56 | 0.04 | 0.32 |
| Fund Existence | 92 years | 25 years | 40 years |
| Gain YTD | 11.597 | 7.134 | 5.848 |
| Front Load | 6% | N/A | N/A |
| Min. Initial Investment | 250 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 168B | 1.49T | 60.2B |
| Annual Yield % from dividends | 0.91 | 1.21 | 1.50 |
| Returns for 1 year | 11.91 | 13.64 | -2.13 |
| Returns for 3 years | 57.74 | 60.09 | 19.32 |
| Returns for 5 years | 71.00 | 95.45 | 38.70 |
| Returns for 10 years | 78.06 | 197.52 | 24.02 |
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