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AWEIX vs VFINX
AWEIX vs VFINX Comparison
Open Charts AWEIX vs VFINX
CIBC Atlas Disciplined Equity Instl
Price$30.64
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets1.68B
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
AWEIX vs VFINX Comparison Chart in %
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AWEIX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. AWEIX (1.68B). VFINX pays higher dividends than AWEIX: VFINX (1.02) vs AWEIX (0.53). AWEIX was incepted earlier than VFINX: AWEIX (20 years) vs VFINX (49 years). AWEIX (0.72) is less costly to investors than VFINX (0.14). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AWEIX: VFINX (0) vs AWEIX (250000). VFINX annual gain was more profitable for investors over the last year : 14.84 vs. AWEIX (-3.63). VFINX return over 5 years is better than : 87.51 vs. AWEIX (21.43).
| AWEIX | VFINX | AWEIX / VFINX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -1.479 | 17.904 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 1.48T | 0% |
| Annual Yield % from dividends | 0.53 | 1.02 | 52% |
| Returns for 1 year | -3.63 | 14.84 | -24% |
| Returns for 3 years | 29.34 | 80.65 | 36% |
| Returns for 5 years | 21.43 | 87.51 | 24% |
| Returns for 10 years | 118.46 | 237.26 | 50% |