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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$34.21
Change-$0.54 (-1.55%)
VolumeN/A
Net Assets1.78B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AWEIX (1.78B). VTSMX pays higher dividends than AWEIX: VTSMX (1.02) vs AWEIX (0.53). AWEIX was incepted earlier than VTSMX: AWEIX (20 years) vs VTSMX (34 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 : 11.51 vs. AWEIX (1.03). VTSMX return over 5 years is better than : 80.75 vs. AWEIX (35.58).
| AWEIX | VTSMX | AWEIX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 10.000 | 13.935 | 72% |
| 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 | 1.02 | 52% |
| Returns for 1 year | 1.03 | 11.51 | 9% |
| Returns for 3 years | 36.86 | 66.86 | 55% |
| Returns for 5 years | 35.58 | 80.75 | 44% |
| Returns for 10 years | 131.80 | 224.94 | 59% |
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