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AFDIX vs VSMPX

Both AFDIX and VSMPX are mutual funds. AFDIX has a higher 5-year return than VSMPX (18.27% vs 17.68%). AFDIX has a higher expense ratio than VSMPX (0.79% vs 0.02%). Below is the comparison between AFDIX and VSMPX.

AFDIX VSMPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family American Century Investments Vanguard
Net Assets $737.30M $261.01B
Expense Ratio 0.79% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.36% 1.30%
Minimum Investment $3,000.00 $100,000,000.00
YTD Return 12.64% 13.93%
1-Year Return 7.84% 7.13%
3-Year Return 17.57% 17.46%
5-Year Return 18.27% 17.68%
10-Year Return 14.96% 15.01%

AFDIX description

The Fund seeks long-term capital growth. Income is a secondary objective. The Fund generally looks for common stocks that the Fund's manager believes are attractively priced relative to the companies' earnings growth potential and dividend yields.

AFDIX performance & returns

YTD Return 12.64%
1-Month Return 2.36%
3-Month Return 7.84%
1-Year Return 7.84%
3-Year Return 17.57%
5-Year Return 18.27%
10-Year Return 14.96%
AFDIX expense ratio is 0.79%.

AFDIX holdings

Top 10 Holdings (34.39% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 7.14%
Apple Inc AAPL 6.46%
Amazon.com Inc AMZN 4.78%
Alphabet Inc A GOOGL 3.34%
Future on S&P 500 Dec20 N/A 2.37%
Procter & Gamble Co PG 2.15%
Prologis Inc PLD 2.14%
The Home Depot Inc HD 2.02%
Facebook Inc A FB 2.01%
NextEra Energy Inc NEE 1.98%

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VSMPX description

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VSMPX performance & returns

YTD Return 13.93%
1-Month Return 3.03%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 17.46%
5-Year Return 17.68%
10-Year Return 15.01%
VSMPX expense ratio is 0.02%.

VSMPX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

Other relevant VSMPX comparisons

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