AIVSX vs VTSAX

Both AIVSX and VTSAX are mutual funds. AIVSX has a lower 5-year return than VTSAX (9.44% vs 11.14%). AIVSX has a higher expense ratio than VTSAX (0.57% vs 0.04%). Below is the comparison between AIVSX and VTSAX.

AIVSX VTSAX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Issuer American Funds Vanguard
Net Assets $63.98B $252.53B
Expense Ratio 0.57% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.93% 1.76%
Minimum Investment $1,000.00 $10,000.00
YTD Return 2.81% 2.95%
1-Year Return 13.76% 13.83%
3-Year Return 9.82% 11.72%
5-Year Return 9.44% 11.14%
10-Year Return 11.74% 13.50%

AIVSX description

The Fund seeks long-term growth of capital and income. The Fund invests primarily in common stocks, most of which have a history of paying dividends. Although the Fund focuses on investments in medium to larger capitalization companies, its investments are not limited to a particular capitalization size.

AIVSX performance & returns

YTD Return 2.81%
1-Month Return 3.58%
3-Month Return 12.87%
1-Year Return 13.76%
3-Year Return 9.82%
5-Year Return 9.44%
10-Year Return 11.74%
AIVSX expense ratio is 0.57%.

AIVSX holdings

Top 10 Holdings (32.45% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.43%
Facebook Inc A FB 5.11%
Amazon.com Inc AMZN 3.99%
Broadcom Inc AVGO 3.88%
Abbott Laboratories ABT 3%
Netflix Inc NFLX 2.56%
Gilead Sciences Inc GILD 2.1%
The Home Depot Inc HD 2.0299999%
Amgen Inc AMGN 1.7399999999999998%
Alphabet Inc A GOOGL 1.61%

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VTSAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSAX performance & returns

YTD Return 2.95%
1-Month Return 5.57%
3-Month Return 18.33%
1-Year Return 13.83%
3-Year Return 11.72%
5-Year Return 11.14%
10-Year Return 13.50%
VTSAX expense ratio is 0.04%.

VTSAX holdings

Top 10 Holdings (21.72% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.71%
Apple Inc AAPL 4.279999999999999%
Amazon.com Inc AMZN 3.47%
Facebook Inc A FB 1.82%
Alphabet Inc A GOOGL 1.46%
Alphabet Inc Class C GOOG 1.39%
Johnson & Johnson JNJ 1.3200001%
Berkshire Hathaway Inc Class B BRK.B 1.17999995%
Visa Inc Class A V 1.12%
Procter & Gamble Co PG 0.97%

Other relevant VTSAX comparisons

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