Interact to see
Advertisement
Advertisement
AWEIX vs VFIAX
AWEIX vs VFIAX Comparison
Open Charts AWEIX vs VFIAX
CIBC Atlas Disciplined Equity Instl
Price$30.64
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets1.68B
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
AWEIX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWEIX vs. VFIAX commentary
Dec 27, 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 AWEIX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. AWEIX (1.68B). VFIAX pays higher dividends than AWEIX: VFIAX (1.11) vs AWEIX (0.53). AWEIX was incepted earlier than VFIAX: AWEIX (20 years) vs VFIAX (25 years). AWEIX (0.72) is less costly to investors than VFIAX (0.04). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than AWEIX: VFIAX (3000) vs AWEIX (250000). VFIAX annual gain was more profitable for investors over the last year : 14.84 vs. AWEIX (-3.63). VFIAX return over 5 years is better than : 87.51 vs. AWEIX (21.43).
| AWEIX | VFIAX | AWEIX / VFIAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.479 | 17.903 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 1.48T | 0% |
| Annual Yield % from dividends | 0.53 | 1.11 | 48% |
| Returns for 1 year | -3.63 | 14.84 | -24% |
| Returns for 3 years | 29.34 | 80.67 | 36% |
| Returns for 5 years | 21.43 | 87.51 | 24% |
| Returns for 10 years | 118.46 | 237.23 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement