AQEAX
Price
$13.19
Change
-$0.76 (-5.45%)
Updated
Apr 3 closing price
Net Assets
4.53B
FXAIX
Price
$187.98
Change
-$9.55 (-4.83%)
Updated
Apr 3 closing price
Net Assets
597.55B
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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$13.19
Change-$0.76 (-5.45%)
VolumeN/A
Net Assets4.53B
Fidelity 500 Index
Price$187.98
Change-$9.55 (-4.83%)
VolumeN/A
Net Assets597.55B
AQEAX vs FXAIX Comparison Chart
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AQEAX vs. FXAIX commentary
Apr 04, 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 Hold and FXAIX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. AQEAX (4.53B). FXAIX pays higher dividends than AQEAX: FXAIX (1.30) vs AQEAX (0.64). AQEAX was incepted earlier than FXAIX: AQEAX (22 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 (2.00). 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 : 10.29 vs. AQEAX (-3.92). FXAIX return over 5 years is better than : 146.07 vs. AQEAX (54.57).
AQEAXFXAIXAQEAX / FXAIX
Total Expense Ratio0.960.016,400%
Annual Report Gross Expense Ratio0.960.016,400%
Fund Existence22 years14 years-
Gain YTD-5.778-3.262177%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B598B1%
Annual Yield % from dividends0.641.3050%
Returns for 1 year-3.9210.29-38%
Returns for 3 years3.2029.5711%
Returns for 5 years54.57146.0737%
Returns for 10 years48.38197.2425%
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