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AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$13.19
Change-$0.76 (-5.45%)
VolumeN/A
Net Assets4.53B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
AQEAX vs VFINX Comparison Chart
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AQEAX vs. VFINX commentary
Apr 04, 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: 1.4T vs. AQEAX (4.53B). 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 : 8.85 vs. AQEAX (-3.92). VFINX return over 5 years is better than : 127.97 vs. AQEAX (54.57).
| 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 | -5.778 | -3.587 | 161% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.4T | 0% |
| Annual Yield % from dividends | 0.64 | 1.24 | 52% |
| Returns for 1 year | -3.92 | 8.85 | -44% |
| Returns for 3 years | 3.20 | 23.83 | 13% |
| Returns for 5 years | 54.57 | 127.97 | 43% |
| Returns for 10 years | 48.38 | 173.04 | 28% |
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