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AQEAX vs VFIAX
AQEAX vs VFIAX Comparison
Open Charts AQEAX vs VFIAX
Columbia Disciplined Core A
Price$15.05
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets4.98B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
AQEAX vs VFIAX Comparison Chart
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AQEAX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. AQEAX (4.98B). VFIAX pays higher dividends than AQEAX: VFIAX (1.32) vs AQEAX (0.67). AQEAX was incepted earlier than VFIAX: AQEAX (22 years) vs VFIAX (24 years). AQEAX is a more actively managed with annual turnover of: 50.00 vs. VFIAX (2.00). AQEAX has a lower initial minimum investment than VFIAX: AQEAX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. AQEAX (15.39). VFIAX return over 5 years is better than : 80.23 vs. AQEAX (25.41).
| AQEAX | VFIAX | AQEAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.311 | 2.010 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 1.35T | 0% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 15.39 | 25.54 | 60% |
| Returns for 3 years | 10.61 | 31.13 | 34% |
| Returns for 5 years | 25.41 | 80.23 | 32% |
| Returns for 10 years | 65.85 | 196.98 | 33% |
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