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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
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.
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).
| 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 | 33 years | - |
| Gain YTD | 4.662 | 6.421 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.82T | 0% |
| Annual Yield % from dividends | 0.57 | 1.12 | 51% |
| Returns for 1 year | 3.87 | 13.89 | 28% |
| Returns for 3 years | 32.76 | 62.08 | 53% |
| Returns for 5 years | 48.95 | 95.59 | 51% |
| Returns for 10 years | 120.28 | 198.05 | 61% |
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