AWEIX
Price
$33.19
Change
-$0.02 (-0.06%)
Updated
Jul 28 closing price
Net Assets
1.76B
VTSAX
Price
$152.64
Change
-$0.01 (-0.01%)
Updated
Jul 28 closing price
Net Assets
1.91T
Interact to see
Advertisement

AWEIX vs VTSAX

Header iconAWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAXBanner chart's image
CIBC Atlas Disciplined Equity Instl
Price$33.19
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets1.76B
Vanguard Total Stock Mkt Idx Adm
Price$152.64
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AWEIX vs. VTSAX commentary
Jul 29, 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 VTSAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. AWEIX (1.76B). VTSAX pays higher dividends than AWEIX: VTSAX (1.21) vs AWEIX (0.57). AWEIX was incepted earlier than VTSAX: AWEIX (20 years) vs VTSAX (25 years). AWEIX (0.72) is less costly to investors than VTSAX (0.04). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AWEIX: VTSAX (3000) vs AWEIX (250000). VTSAX annual gain was more profitable for investors over the last year : 17.75 vs. AWEIX (8.00). VTSAX return over 5 years is better than : 93.55 vs. AWEIX (47.99).
AWEIXVTSAXAWEIX / VTSAX
Total Expense Ratio0.720.041,800%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence20 years25 years-
Gain YTD6.7858.28982%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B1.91T0%
Annual Yield % from dividends0.571.2147%
Returns for 1 year8.0017.7545%
Returns for 3 years32.9160.6354%
Returns for 5 years47.9993.5551%
Returns for 10 years121.05201.6460%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
CACI479.851.85
+0.39%
Caci International CLA
DGICA17.38N/A
N/A
Donegal Group
VRNT21.86-0.26
-1.20%
Verint Systems
WTO1.18-0.02
-1.67%
UTime Limited
ENTX1.86-0.05
-2.62%
Entera Bio Ltd