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AWEIX vs VTSMX
AWEIX vs VTSMX Comparison
Open Charts AWEIX vs VTSMX
CIBC Atlas Disciplined Equity Instl
Price$33.97
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets1.75B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
AWEIX vs VTSMX Comparison Chart in %
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AWEIX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. AWEIX (1.75B). VTSMX pays higher dividends than AWEIX: VTSMX (1.04) vs AWEIX (0.54). 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 : 13.79 vs. AWEIX (2.70). VTSMX return over 5 years is better than : 84.86 vs. AWEIX (39.32).
| 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 | 9.228 | 13.012 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 2.02T | 0% |
| Annual Yield % from dividends | 0.54 | 1.04 | 52% |
| Returns for 1 year | 2.70 | 13.79 | 20% |
| Returns for 3 years | 42.76 | 76.02 | 56% |
| Returns for 5 years | 39.32 | 84.86 | 46% |
| Returns for 10 years | 131.18 | 225.10 | 58% |
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