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AQEAX vs VFIAX
AQEAX vs VFIAX Comparison
Open Charts AQEAX vs VFIAX
Columbia Disciplined Core A
Price$14.90
Change-$0.24 (-1.59%)
VolumeN/A
Net Assets4.89B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
AQEAX vs VFIAX Comparison Chart
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AQEAX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. AQEAX (4.89B). 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 : 18.28 vs. AQEAX (6.98). VFIAX return over 5 years is better than : 80.17 vs. AQEAX (24.87).
| 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 | 1.292 | 2.414 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.41T | 0% |
| Annual Yield % from dividends | 0.67 | 1.32 | 51% |
| Returns for 1 year | 6.98 | 18.28 | 38% |
| Returns for 3 years | 15.23 | 39.78 | 38% |
| Returns for 5 years | 24.87 | 80.17 | 31% |
| Returns for 10 years | 55.71 | 184.37 | 30% |
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