AQEAX
Price
$15.17
Change
+$0.08 (+0.53%)
Updated
Jul 2 closing price
Net Assets
4.78B
FXAIX
Price
$216.90
Change
+$1.03 (+0.48%)
Updated
Jul 2 closing price
Net Assets
665.84B
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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$15.17
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets4.78B
Fidelity 500 Index
Price$216.90
Change+$1.03 (+0.48%)
VolumeN/A
Net Assets665.84B
AQEAX vs FXAIX Comparison Chart in %
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AQEAX vs. FXAIX commentary
Jul 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. AQEAX (4.78B). FXAIX pays higher dividends than AQEAX: FXAIX (1.20) vs AQEAX (0.59). 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 : 13.99 vs. AQEAX (-0.34). FXAIX return over 5 years is better than : 113.41 vs. AQEAX (32.85).
AQEAXFXAIXAQEAX / FXAIX
Total Expense Ratio0.960.016,400%
Annual Report Gross Expense Ratio0.960.016,400%
Fund Existence22 years14 years-
Gain YTD2.5836.05743%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.78B666B1%
Annual Yield % from dividends0.591.2050%
Returns for 1 year-0.3413.99-2%
Returns for 3 years31.1069.4745%
Returns for 5 years32.85113.4129%
Returns for 10 years60.25227.8926%
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