AWEIX
Price
$32.55
Change
+$0.24 (+0.74%)
Updated
Jul 3 closing price
Net Assets
1.74B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$32.55
Change+$0.24 (+0.74%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Jul 07, 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: 1.82T vs. AWEIX (1.74B). 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 : 13.89 vs. AWEIX (3.87). VTSMX return over 5 years is better than : 95.59 vs. AWEIX (48.95).
AWEIXVTSMXAWEIX / VTSMX
Total Expense Ratio0.720.14514%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence20 years33 years-
Gain YTD4.6626.42173%
Front LoadN/AN/A-
Min. Initial Investment25000030008,333%
Min. Initial Investment IRAN/AN/A-
Net Assets1.74B1.82T0%
Annual Yield % from dividends0.571.1251%
Returns for 1 year3.8713.8928%
Returns for 3 years32.7662.0853%
Returns for 5 years48.9595.5951%
Returns for 10 years120.28198.0561%
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