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AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$14.66
Change-$0.44 (-2.91%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$559.88
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
AQEAX vs VFINX Comparison Chart
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AQEAX vs. VFINX commentary
Dec 19, 2024
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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. AQEAX (5.03B). 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 : 27.63 vs. AQEAX (17.11). VFINX return over 5 years is better than : 88.65 vs. AQEAX (30.59).
| 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 | 16.391 | 27.275 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 1.37T | 0% |
| Annual Yield % from dividends | 0.67 | 1.24 | 54% |
| Returns for 1 year | 17.11 | 27.63 | 62% |
| Returns for 3 years | 9.64 | 30.99 | 31% |
| Returns for 5 years | 30.59 | 88.65 | 35% |
| Returns for 10 years | 62.99 | 193.62 | 33% |
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