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AWYIX vs VTSAX
AWYIX vs VTSAX Comparison
Open Charts AWYIX vs VTSAX
CIBC Atlas Equity Income Institutional
Price$60.83
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets360.92M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
AWYIX vs VTSAX Comparison Chart in %
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AWYIX vs. VTSAX commentary
Sep 08, 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 AWYIX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. AWYIX (361M). AWYIX pays higher dividends than VTSAX: AWYIX (4.96) vs VTSAX (1.16). AWYIX was incepted earlier than VTSAX: AWYIX (15 years) vs VTSAX (25 years). AWYIX (0.90) is less costly to investors than VTSAX (0.04). AWYIX is a more actively managed with annual turnover of: 17.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AWYIX: VTSAX (3000) vs AWYIX (250000). VTSAX annual gain was more profitable for investors over the last year : 18.04 vs. AWYIX (4.04). VTSAX return over 5 years is better than : 84.96 vs. AWYIX (51.87).
| AWYIX | VTSAX | AWYIX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 2.580 | 10.346 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 1.95T | 0% |
| Annual Yield % from dividends | 4.96 | 1.16 | 428% |
| Returns for 1 year | 4.04 | 18.04 | 22% |
| Returns for 3 years | 33.33 | 63.66 | 52% |
| Returns for 5 years | 51.87 | 84.96 | 61% |
| Returns for 10 years | 130.92 | 224.91 | 58% |
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