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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$63.05
Change-$0.81 (-1.27%)
VolumeN/A
Net Assets360.55M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX 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 AWYIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AWYIX (361M). AWYIX pays higher dividends than VTSMX: AWYIX (4.55) vs VTSMX (1.02). AWYIX was incepted earlier than VTSMX: AWYIX (16 years) vs VTSMX (34 years). AWYIX (0.90) is less costly to investors than VTSMX (0.14). AWYIX is a more actively managed with annual turnover of: 17.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AWYIX: VTSMX (3000) vs AWYIX (250000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. AWYIX (1.69). VTSMX return over 5 years is better than : 83.98 vs. AWYIX (47.44).
| AWYIX | VTSMX | AWYIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 6.324 | 15.972 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 2.05T | 0% |
| Annual Yield % from dividends | 4.55 | 1.02 | 447% |
| Returns for 1 year | 1.69 | 13.42 | 13% |
| Returns for 3 years | 40.04 | 68.22 | 59% |
| Returns for 5 years | 47.44 | 83.98 | 56% |
| Returns for 10 years | 137.72 | 235.40 | 59% |
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