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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$67.34
Change+$0.63 (+0.94%)
VolumeN/A
Net Assets174.46B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. AIVSX (174B). VTSMX pays higher dividends than AIVSX: VTSMX (1.04) vs AIVSX (0.86). 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 : 14.65 vs. AIVSX (9.74). VTSMX return over 5 years is better than : 89.76 vs. AIVSX (73.26).
| 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 | 17.638 | 14.290 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174B | 2.02T | 9% |
| Annual Yield % from dividends | 0.86 | 1.04 | 83% |
| Returns for 1 year | 9.74 | 14.65 | 66% |
| Returns for 3 years | 72.20 | 76.95 | 94% |
| Returns for 5 years | 73.26 | 89.76 | 82% |
| Returns for 10 years | 91.05 | 222.99 | 41% |
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