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AFDRX vs VTSMX
AFDRX vs VTSMX Comparison
Open Charts AFDRX vs VTSMX
American Century Large Cap Equity R
Price$56.64
Change+$0.35 (+0.62%)
VolumeN/A
Net Assets3.46B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
AFDRX vs VTSMX Comparison Chart in %
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AFDRX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AFDRX (3.46B). VTSMX pays higher dividends than AFDRX: VTSMX (1.07) 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 : 15.63 vs. AFDRX (3.05). VTSMX return over 5 years is better than : 96.53 vs. AFDRX (69.30).
| 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 | 8.443 | 12.949 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.95T | 0% |
| Annual Yield % from dividends | 0.03 | 1.07 | 3% |
| Returns for 1 year | 3.05 | 15.63 | 20% |
| Returns for 3 years | 59.70 | 80.25 | 74% |
| Returns for 5 years | 69.30 | 96.53 | 72% |
| Returns for 10 years | 192.95 | 249.92 | 77% |
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