AWEIX
Price
$32.55
Change
+$0.24 (+0.74%)
Updated
Jul 3 closing price
Net Assets
1.74B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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AWEIX vs VSMPX

Header iconAWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPXBanner chart's image
CIBC Atlas Disciplined Equity Instl
Price$32.55
Change+$0.24 (+0.74%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
AWEIX vs VSMPX Comparison Chart in %
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VS
AWEIX vs. VSMPX commentary
Jul 07, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. AWEIX (1.74B). VSMPX pays higher dividends than AWEIX: VSMPX (1.22) vs AWEIX (0.57). AWEIX was incepted earlier than VSMPX: AWEIX (20 years) vs VSMPX (10 years). AWEIX (0.72) is less costly to investors than VSMPX (0.02). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VSMPX (2.00). AWEIX has a lower initial minimum investment than VSMPX: AWEIX (250000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. AWEIX (3.87). VSMPX return over 5 years is better than : 95.69 vs. AWEIX (48.95).
AWEIXVSMPXAWEIX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence20 years10 years-
Gain YTD4.6626.42673%
Front LoadN/AN/A-
Min. Initial Investment2500001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B1.82T0%
Annual Yield % from dividends0.571.2247%
Returns for 1 year3.8713.9028%
Returns for 3 years32.7662.1753%
Returns for 5 years48.9595.6951%
Returns for 10 years120.28189.2164%
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