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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$34.66
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. AWEIX (1.77B). 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 : 12.13 vs. AWEIX (2.21). VTSAX return over 5 years is better than : 76.48 vs. AWEIX (34.23).
| 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 | 11.447 | 16.237 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.11 | 48% |
| Returns for 1 year | 2.21 | 12.13 | 18% |
| Returns for 3 years | 34.92 | 65.49 | 53% |
| Returns for 5 years | 34.23 | 76.48 | 45% |
| Returns for 10 years | 132.12 | 225.76 | 59% |
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