AWEIX
Price
$33.19
Change
-$0.02 (-0.06%)
Updated
Jul 28 closing price
Net Assets
1.76B
VTSMX
Price
$152.61
Change
-$0.01 (-0.01%)
Updated
Jul 28 closing price
Net Assets
1.91T
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AWEIX vs VTSMX

Header iconAWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMXBanner 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 I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AWEIX (1.76B). VTSMX pays higher dividends than AWEIX: VTSMX (1.12) vs AWEIX (0.57). AWEIX was incepted earlier than VTSMX: AWEIX (20 years) vs VTSMX (33 years). AWEIX (0.72) is less costly to investors than VTSMX (0.14). AWEIX is a more actively managed with annual turnover of: 14.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AWEIX: VTSMX (3000) vs AWEIX (250000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. AWEIX (8.00). VTSMX return over 5 years is better than : 93.51 vs. AWEIX (47.99).
AWEIXVTSMXAWEIX / VTSMX
Total Expense Ratio0.720.14514%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence20 years33 years-
Gain YTD6.7858.28782%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.76B1.91T0%
Annual Yield % from dividends0.571.1251%
Returns for 1 year8.0017.7545%
Returns for 3 years32.9160.6054%
Returns for 5 years47.9993.5151%
Returns for 10 years121.05200.9760%
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