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AWEIX vs VTSAX
AWEIX vs VTSAX Comparison
Open Charts AWEIX vs VTSAX
CIBC Atlas Disciplined Equity Instl
Price$33.58
Change-$0.18 (-0.53%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
AWEIX vs VTSAX Comparison Chart in %
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AWEIX vs. VTSAX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. AWEIX (1.75B). VTSAX pays higher dividends than AWEIX: VTSAX (1.16) vs AWEIX (0.55). 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 : 18.04 vs. AWEIX (6.96). VTSAX return over 5 years is better than : 84.96 vs. AWEIX (41.94).
| 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 | 7.974 | 10.346 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 1.95T | 0% |
| Annual Yield % from dividends | 0.55 | 1.16 | 47% |
| Returns for 1 year | 6.96 | 18.04 | 39% |
| Returns for 3 years | 34.08 | 63.66 | 54% |
| Returns for 5 years | 41.94 | 84.96 | 49% |
| Returns for 10 years | 135.58 | 224.91 | 60% |
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