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AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$13.30
Change+$0.23 (+1.76%)
VolumeN/A
Net Assets4.21B
Vanguard 500 Index Investor
Price$506.43
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
AQEAX vs VFINX Comparison Chart
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AQEAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. AQEAX (4.21B). VFINX pays higher dividends than AQEAX: VFINX (1.24) vs AQEAX (0.64). AQEAX was incepted earlier than VFINX: AQEAX (22 years) vs VFINX (49 years). AQEAX (0.96) is less costly to investors than VFINX (0.14). AQEAX is a more actively managed with annual turnover of: 51.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AQEAX: VFINX (0) vs AQEAX (2000). VFINX annual gain was more profitable for investors over the last year : 6.04 vs. AQEAX (-6.82). VFINX return over 5 years is better than : 89.57 vs. AQEAX (27.99).
| AQEAX | VFINX | AQEAX / VFINX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 22 years | 49 years | - |
| Gain YTD | -11.149 | -8.547 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 1.32T | 0% |
| Annual Yield % from dividends | 0.64 | 1.24 | 52% |
| Returns for 1 year | -6.82 | 6.04 | -113% |
| Returns for 3 years | 1.00 | 25.22 | 4% |
| Returns for 5 years | 27.99 | 89.57 | 31% |
| Returns for 10 years | 37.55 | 155.36 | 24% |
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