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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$66.11
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets172.44B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AIVSX (172B). VTSMX pays higher dividends than AIVSX: VTSMX (1.07) vs AIVSX (0.88). AIVSX was incepted earlier than VTSMX: AIVSX (92 years) vs VTSMX (33 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 : 20.39 vs. AIVSX (17.04). VTSMX return over 5 years is better than : 87.04 vs. AIVSX (69.62).
| 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 | 33 years | - |
| Gain YTD | 15.223 | 10.614 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172B | 1.95T | 9% |
| Annual Yield % from dividends | 0.88 | 1.07 | 82% |
| Returns for 1 year | 17.04 | 20.39 | 84% |
| Returns for 3 years | 57.34 | 57.19 | 100% |
| Returns for 5 years | 69.62 | 87.04 | 80% |
| Returns for 10 years | 97.06 | 226.23 | 43% |
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