Ad is loading...
AQEAX vs VFIAX
AQEAX vs VFIAX Comparison
Open Charts AQEAX vs VFIAX
Columbia Disciplined Core A
Price$15.10
Change-$0.06 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
AQEAX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VFIAX commentary
Dec 19, 2024
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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. AQEAX (5.05B). 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 : 27.64 vs. AQEAX (17.11). VFIAX return over 5 years is better than : 88.64 vs. AQEAX (30.59).
| 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 | 16.391 | 27.303 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 1.37T | 0% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 17.11 | 27.64 | 62% |
| Returns for 3 years | 9.64 | 30.99 | 31% |
| Returns for 5 years | 30.59 | 88.64 | 35% |
| Returns for 10 years | 62.99 | 193.66 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...