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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$63.60
Change+$0.46 (+0.73%)
VolumeN/A
Net Assets356.55M
Vanguard Total Stock Mkt Idx I
Price$164.61
Change-$0.80 (-0.48%)
VolumeN/A
Net Assets2.06T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX vs. VTSMX commentary
Feb 05, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. AWYIX (357M). VTSMX pays higher dividends than AWYIX: VTSMX (1.00) vs AWYIX (0.22). AWYIX was incepted earlier than VTSMX: AWYIX (16 years) vs VTSMX (34 years). AWYIX (0.89) is less costly to investors than VTSMX (0.14). AWYIX is a more actively managed with annual turnover of: 29.00 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 : 13.39 vs. AWYIX (5.88). VTSMX return over 5 years is better than : 66.43 vs. AWYIX (44.24).
| AWYIX | VTSMX | AWYIX / VTSMX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 1.355 | 0.883 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 2.06T | 0% |
| Annual Yield % from dividends | 0.22 | 1.00 | 22% |
| Returns for 1 year | 5.88 | 13.39 | 44% |
| Returns for 3 years | 40.23 | 63.20 | 64% |
| Returns for 5 years | 44.24 | 66.43 | 67% |
| Returns for 10 years | 173.62 | 268.39 | 65% |
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