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AWEIX vs VSMPX
AWEIX vs VSMPX Comparison
Open Charts AWEIX vs VSMPX
CIBC Atlas Disciplined Equity Instl
Price$34.21
Change-$0.54 (-1.55%)
VolumeN/A
Net Assets1.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
AWEIX vs VSMPX Comparison Chart in %
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AWEIX vs. VSMPX commentary
Nov 14, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AWEIX (1.78B). VSMPX pays higher dividends than AWEIX: VSMPX (1.12) vs AWEIX (0.53). AWEIX was incepted earlier than VSMPX: AWEIX (20 years) vs VSMPX (11 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 : 13.44 vs. AWEIX (2.81). VSMPX return over 5 years is better than : 84.08 vs. AWEIX (37.72).
| AWEIX | VSMPX | AWEIX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 11.736 | 15.994 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.12 | 48% |
| Returns for 1 year | 2.81 | 13.44 | 21% |
| Returns for 3 years | 37.30 | 68.30 | 55% |
| Returns for 5 years | 37.72 | 84.08 | 45% |
| Returns for 10 years | 138.87 | 225.48 | 62% |
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