AWEIX
Price
$29.76
Change
-$0.07 (-0.23%)
Updated
Feb 4 closing price
Net Assets
1.61B
VFIAX
Price
$635.81
Change
-$3.24 (-0.51%)
Updated
Feb 4 closing price
Net Assets
1.47T
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AWEIX vs VFIAX

Header iconAWEIX vs VFIAX Comparison
Open Charts AWEIX vs VFIAXBanner chart's image
CIBC Atlas Disciplined Equity Instl
Price$29.76
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets1.61B
Vanguard 500 Index Admiral
Price$635.81
Change-$3.24 (-0.51%)
VolumeN/A
Net Assets1.47T
AWEIX vs VFIAX Comparison Chart in %
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AWEIX vs. VFIAX commentary
Feb 05, 2026

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 Hold and VFIAX is a Hold.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. AWEIX (1.61B). VFIAX pays higher dividends than AWEIX: VFIAX (1.10) vs AWEIX (0.40). 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: 19.00 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 : 14.08 vs. AWEIX (-6.63). VFIAX return over 5 years is better than : 77.32 vs. AWEIX (14.33).
AWEIXVFIAXAWEIX / VFIAX
Total Expense Ratio0.720.041,800%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence20 years25 years-
Gain YTD-1.6200.628-258%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.61B1.48T0%
Annual Yield % from dividends0.401.1037%
Returns for 1 year-6.6314.08-47%
Returns for 3 years18.4566.7128%
Returns for 5 years14.3377.3219%
Returns for 10 years132.87266.7450%
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