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AQEAX vs VFIAX
AQEAX vs VFIAX Comparison
Open Charts AQEAX vs VFIAX
Columbia Disciplined Core A
Price$13.30
Change+$0.23 (+1.76%)
VolumeN/A
Net Assets4.21B
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
AQEAX vs VFIAX Comparison Chart
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AQEAX vs. VFIAX commentary
Apr 25, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. AQEAX (4.21B). VFIAX pays higher dividends than AQEAX: VFIAX (1.35) vs AQEAX (0.64). AQEAX was incepted earlier than VFIAX: AQEAX (22 years) vs VFIAX (24 years). AQEAX (0.96) is less costly to investors than VFIAX (0.04). AQEAX is a more actively managed with annual turnover of: 51.00 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 : 6.05 vs. AQEAX (-6.82). VFIAX return over 5 years is better than : 89.56 vs. AQEAX (27.99).
| AQEAX | VFIAX | AQEAX / VFIAX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -11.149 | -8.543 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 1.32T | 0% |
| Annual Yield % from dividends | 0.64 | 1.35 | 48% |
| Returns for 1 year | -6.82 | 6.05 | -113% |
| Returns for 3 years | 1.00 | 25.22 | 4% |
| Returns for 5 years | 27.99 | 89.56 | 31% |
| Returns for 10 years | 37.55 | 155.34 | 24% |
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