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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$62.26
Change+$0.66 (+1.07%)
VolumeN/A
Net Assets162.46B
Vanguard 500 Index Admiral
Price$568.33
Change+$4.53 (+0.80%)
VolumeN/A
Net Assets1.43T
AIVSX vs VFIAX vs VWNFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. AIVSX (162B) and VWNFX (58.3B). VWNFX pays higher dividends than VFIAX and AIVSX: VWNFX (1.51) vs VFIAX (1.28) and AIVSX (0.96). 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 : 11.24 vs. AIVSX (9.84) and VWNFX (-2.16). VFIAX return over 5 years is better than : 103.31 vs. AIVSX (76.95) and VWNFX (44.68).
| 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 | 8.513 | 3.891 | 3.229 |
| 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 | 162B | 1.43T | 58.3B |
| Annual Yield % from dividends | 0.96 | 1.28 | 1.51 |
| Returns for 1 year | 9.84 | 11.24 | -2.16 |
| Returns for 3 years | 53.34 | 56.21 | 17.26 |
| Returns for 5 years | 76.95 | 103.31 | 44.68 |
| Returns for 10 years | 76.90 | 197.40 | 22.97 |