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AQEAX vs FXAIX
AQEAX vs FXAIX Comparison
Open Charts AQEAX vs FXAIX
Columbia Disciplined Core A
Price$15.05
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets4.98B
AQEAX vs FXAIX Comparison Chart
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AQEAX vs. FXAIX commentary
Jan 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 AQEAX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. AQEAX (4.98B). FXAIX pays higher dividends than AQEAX: FXAIX (1.31) vs AQEAX (0.67). AQEAX was incepted earlier than FXAIX: AQEAX (22 years) vs FXAIX (14 years). AQEAX is a more actively managed with annual turnover of: 50.00 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 : 27.15 vs. AQEAX (15.39). FXAIX return over 5 years is better than : 94.81 vs. AQEAX (25.41).
| AQEAX | FXAIX | AQEAX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 2.311 | 2.013 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 619B | 1% |
| Annual Yield % from dividends | 0.67 | 1.31 | 51% |
| Returns for 1 year | 15.39 | 27.15 | 57% |
| Returns for 3 years | 10.61 | 37.22 | 29% |
| Returns for 5 years | 25.41 | 94.81 | 27% |
| Returns for 10 years | 65.85 | 222.48 | 30% |
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