Ad is loading...
AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$15.05
Change+$0.19 (+1.28%)
VolumeN/A
Net Assets4.98B
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
AQEAX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VFINX commentary
Jan 19, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. AQEAX (4.98B). VFINX pays higher dividends than AQEAX: VFINX (1.24) vs AQEAX (0.67). AQEAX was incepted earlier than VFINX: AQEAX (22 years) vs VFINX (48 years). AQEAX is a more actively managed with annual turnover of: 50.00 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 : 25.53 vs. AQEAX (15.39). VFINX return over 5 years is better than : 80.24 vs. AQEAX (25.41).
| AQEAX | VFINX | AQEAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 48 years | - |
| Gain YTD | 2.311 | 2.006 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.98B | 1.35T | 0% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | 15.39 | 25.53 | 60% |
| Returns for 3 years | 10.61 | 31.14 | 34% |
| Returns for 5 years | 25.41 | 80.24 | 32% |
| Returns for 10 years | 65.85 | 197.00 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers