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AWYIX vs VTSMX
AWYIX vs VTSMX Comparison
Open Charts AWYIX vs VTSMX
CIBC Atlas Equity Income Institutional
Price$61.63
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets356.13M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
AWYIX vs VTSMX Comparison Chart in %
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AWYIX 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 AWYIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. AWYIX (356M). AWYIX pays higher dividends than VTSMX: AWYIX (4.55) vs VTSMX (1.04). AWYIX was incepted earlier than VTSMX: AWYIX (15 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 : 13.79 vs. AWYIX (-0.36). VTSMX return over 5 years is better than : 84.86 vs. AWYIX (49.53).
| AWYIX | VTSMX | AWYIX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 3.929 | 13.012 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 2.02T | 0% |
| Annual Yield % from dividends | 4.55 | 1.04 | 436% |
| Returns for 1 year | -0.36 | 13.79 | -3% |
| Returns for 3 years | 43.29 | 76.02 | 57% |
| Returns for 5 years | 49.53 | 84.86 | 58% |
| Returns for 10 years | 132.52 | 225.10 | 59% |
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