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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$51.49
Change-$0.74 (-1.42%)
VolumeN/A
Net Assets3.9B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AFDRX vs VTSMX Comparison Chart
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AFDRX vs. VTSMX commentary
Jun 15, 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 AFDRX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AFDRX (3.9B). VTSMX pays higher dividends than AFDRX: VTSMX (1.18) vs AFDRX (0.03). AFDRX was incepted earlier than VTSMX: AFDRX (20 years) vs VTSMX (33 years). AFDRX (1.29) is less costly to investors than VTSMX (0.14). AFDRX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDRX has a lower initial minimum investment than VTSMX: AFDRX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. AFDRX (-1.95). VTSMX return over 5 years is better than : 91.36 vs. AFDRX (68.84).
| AFDRX | VTSMX | AFDRX / VTSMX | |
| Total Expense Ratio | 1.29 | 0.14 | 921% |
| Annual Report Gross Expense Ratio | 1.29 | 0.14 | 921% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -1.417 | 1.349 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.82T | 0% |
| Annual Yield % from dividends | 0.03 | 1.18 | 3% |
| Returns for 1 year | -1.95 | 10.06 | -19% |
| Returns for 3 years | 42.11 | 57.59 | 73% |
| Returns for 5 years | 68.84 | 91.36 | 75% |
| Returns for 10 years | 138.41 | 178.92 | 77% |
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