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AQEAX vs VFIAX
AQEAX vs VFIAX Comparison
Open Charts AQEAX vs VFIAX
Columbia Disciplined Core A
Price$13.19
Change-$0.76 (-5.45%)
VolumeN/A
Net Assets4.53B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
AQEAX vs VFIAX Comparison Chart
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AQEAX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. AQEAX (4.53B). 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 : 8.85 vs. AQEAX (-3.92). VFIAX return over 5 years is better than : 127.96 vs. AQEAX (54.57).
| 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 | -5.778 | -3.588 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.4T | 0% |
| Annual Yield % from dividends | 0.64 | 1.35 | 48% |
| Returns for 1 year | -3.92 | 8.85 | -44% |
| Returns for 3 years | 3.20 | 23.83 | 13% |
| Returns for 5 years | 54.57 | 127.96 | 43% |
| Returns for 10 years | 48.38 | 173.02 | 28% |