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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$68.34
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets177.4B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Dec 04, 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 AIVSX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AIVSX (177B). VTSMX pays higher dividends than AIVSX: VTSMX (1.02) vs AIVSX (0.84). AIVSX was incepted earlier than VTSMX: AIVSX (92 years) vs VTSMX (34 years). AIVSX (0.56) is less costly to investors than VTSMX (0.14). AIVSX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). AIVSX has a lower initial minimum investment than VTSMX: AIVSX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. AIVSX (8.64). VTSMX return over 5 years is better than : 77.17 vs. AIVSX (63.04).
| AIVSX | VTSMX | AIVSX / VTSMX | |
| Total Expense Ratio | 0.56 | 0.14 | 400% |
| Annual Report Gross Expense Ratio | 0.56 | 0.14 | 400% |
| Fund Existence | 92 years | 34 years | - |
| Gain YTD | 18.861 | 15.489 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177B | 2.05T | 9% |
| Annual Yield % from dividends | 0.84 | 1.02 | 83% |
| Returns for 1 year | 8.64 | 11.43 | 76% |
| Returns for 3 years | 58.76 | 64.40 | 91% |
| Returns for 5 years | 63.04 | 77.17 | 82% |
| Returns for 10 years | 94.57 | 223.01 | 42% |
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