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AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$14.54
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets4.65B
Vanguard 500 Index Investor
Price$549.25
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
AQEAX vs VFINX Comparison Chart
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AQEAX vs. VFINX commentary
Jun 06, 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: 1.43T vs. AQEAX (4.65B). VFINX pays higher dividends than AQEAX: VFINX (1.18) vs AQEAX (0.62). 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 : 11.55 vs. AQEAX (-0.77). VFINX return over 5 years is better than : 86.79 vs. AQEAX (25.67).
| 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 | -0.884 | 1.723 | -51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.43T | 0% |
| Annual Yield % from dividends | 0.62 | 1.18 | 52% |
| Returns for 1 year | -0.77 | 11.55 | -7% |
| Returns for 3 years | 16.46 | 44.88 | 37% |
| Returns for 5 years | 25.67 | 86.79 | 30% |
| Returns for 10 years | 55.62 | 187.24 | 30% |