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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$34.21
Change-$0.54 (-1.55%)
VolumeN/A
Net Assets1.78B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. AWEIX (1.78B). VTSAX pays higher dividends than AWEIX: VTSAX (1.11) vs AWEIX (0.53). 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 : 11.52 vs. AWEIX (2.81). VTSAX return over 5 years is better than : 80.80 vs. AWEIX (37.72).
| AWEIX | VTSAX | AWEIX / VTSAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 11.736 | 13.952 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.11 | 48% |
| Returns for 1 year | 2.81 | 11.52 | 24% |
| Returns for 3 years | 37.30 | 66.89 | 56% |
| Returns for 5 years | 37.72 | 80.80 | 47% |
| Returns for 10 years | 138.87 | 225.71 | 62% |
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