AQEAX
Price
$16.21
Change
+$0.09 (+0.56%)
Updated
Oct 17 closing price
Net Assets
5B
FXAIX
Price
$231.56
Change
+$1.22 (+0.53%)
Updated
Oct 17 closing price
Net Assets
722.95B
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AQEAX vs FXAIX

Header iconAQEAX vs FXAIX Comparison
Open Charts AQEAX vs FXAIXBanner chart's image
Columbia Disciplined Core A
Price$16.21
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets5B
Fidelity 500 Index
Price$231.56
Change+$1.22 (+0.53%)
VolumeN/A
Net Assets722.95B
AQEAX vs FXAIX Comparison Chart in %
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AQEAX vs. FXAIX commentary
Oct 20, 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 AQEAX is a Buy and FXAIX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. AQEAX (5B). FXAIX pays higher dividends than AQEAX: FXAIX (1.12) vs AQEAX (0.55). AQEAX was incepted earlier than FXAIX: AQEAX (23 years) vs FXAIX (14 years). AQEAX (0.96) is less costly to investors than FXAIX (0.01). AQEAX is a more actively managed with annual turnover of: 51.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than AQEAX: FXAIX (0) vs AQEAX (2000). FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. AQEAX (0.03). FXAIX return over 5 years is better than : 105.92 vs. AQEAX (31.04).
AQEAXFXAIXAQEAX / FXAIX
Total Expense Ratio0.960.016,400%
Annual Report Gross Expense Ratio0.960.016,400%
Fund Existence23 years14 years-
Gain YTD10.19714.43571%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets5B723B1%
Annual Yield % from dividends0.551.1249%
Returns for 1 year0.0315.540%
Returns for 3 years43.6587.1650%
Returns for 5 years31.04105.9229%
Returns for 10 years75.33261.5229%
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