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AIVSX vs VTSMX
AIVSX vs VTSMX Comparison
Open Charts AIVSX vs VTSMX
American Funds Invmt Co of Amer A
Price$65.22
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets171.2B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
AIVSX vs VTSMX Comparison Chart in %
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AIVSX vs. VTSMX commentary
Aug 18, 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: 1.91T vs. AIVSX (171B). VTSMX pays higher dividends than AIVSX: VTSMX (1.09) vs AIVSX (0.89). 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 : 16.21 vs. AIVSX (12.49). VTSMX return over 5 years is better than : 85.82 vs. AIVSX (68.95).
| 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 | 13.672 | 9.266 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171B | 1.91T | 9% |
| Annual Yield % from dividends | 0.89 | 1.09 | 82% |
| Returns for 1 year | 12.49 | 16.21 | 77% |
| Returns for 3 years | 48.18 | 46.80 | 103% |
| Returns for 5 years | 68.95 | 85.82 | 80% |
| Returns for 10 years | 82.39 | 202.54 | 41% |
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