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AQEAX vs VTSAX
AQEAX vs VTSAX Comparison
Open Charts AQEAX vs VTSAX
Columbia Disciplined Core A
Price$16.21
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets5B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
AQEAX vs VTSAX Comparison Chart in %
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AQEAX vs. VTSAX commentary
Oct 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. AQEAX (5B). VTSAX pays higher dividends than AQEAX: VTSAX (1.13) vs AQEAX (0.55). AQEAX was incepted earlier than VTSAX: AQEAX (23 years) vs VTSAX (25 years). AQEAX (0.96) is less costly to investors than VTSAX (0.04). AQEAX is a more actively managed with annual turnover of: 51.00 vs. VTSAX (2.00). AQEAX has a lower initial minimum investment than VTSAX: AQEAX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. AQEAX (0.03). VTSAX return over 5 years is better than : 84.90 vs. AQEAX (31.04).
| AQEAX | VTSAX | AQEAX / VTSAX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 10.197 | 13.023 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 2.02T | 0% |
| Annual Yield % from dividends | 0.55 | 1.13 | 49% |
| Returns for 1 year | 0.03 | 13.81 | 0% |
| Returns for 3 years | 43.65 | 76.08 | 57% |
| Returns for 5 years | 31.04 | 84.90 | 37% |
| Returns for 10 years | 75.33 | 225.85 | 33% |
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