Interact to see
Advertisement
Advertisement
AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$31.19
Change-$0.42 (-1.33%)
VolumeN/A
Net Assets1.67B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AWEIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWEIX vs. VTSMX commentary
Jun 17, 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 (1.67B). VTSMX pays higher dividends than AWEIX: VTSMX (1.18) vs AWEIX (0.60). 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 : 10.06 vs. AWEIX (1.36). VTSMX return over 5 years is better than : 91.36 vs. AWEIX (47.09).
| 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 | 0.289 | 1.349 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 1.82T | 0% |
| Annual Yield % from dividends | 0.60 | 1.18 | 50% |
| Returns for 1 year | 1.36 | 10.06 | 14% |
| Returns for 3 years | 30.80 | 57.59 | 53% |
| Returns for 5 years | 47.09 | 91.36 | 52% |
| Returns for 10 years | 109.13 | 178.92 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement