Interact to see
Advertisement
Advertisement
AQEAX vs VFINX
AQEAX vs VFINX Comparison
Open Charts AQEAX vs VFINX
Columbia Disciplined Core A
Price$15.31
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets4.84B
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
AQEAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VFINX commentary
Jul 05, 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 (4.84B). VFINX pays higher dividends than AQEAX: VFINX (1.12) vs AQEAX (0.59). 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 : 13.50 vs. AQEAX (0.59). VFINX return over 5 years is better than : 100.85 vs. AQEAX (34.78).
| 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 | 4.079 | 6.806 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 1.43T | 0% |
| Annual Yield % from dividends | 0.59 | 1.12 | 53% |
| Returns for 1 year | 0.59 | 13.50 | 4% |
| Returns for 3 years | 33.02 | 64.34 | 51% |
| Returns for 5 years | 34.78 | 100.85 | 34% |
| Returns for 10 years | 63.08 | 204.03 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement