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AQEAX vs VTSAX
AQEAX vs VTSAX Comparison
Open Charts AQEAX vs VTSAX
Columbia Disciplined Core A
Price$16.47
Change-$0.19 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AQEAX vs VTSAX Comparison Chart
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AQEAX vs. VTSAX commentary
Nov 18, 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 StrongSell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. AQEAX (5.01B). VTSAX pays higher dividends than AQEAX: VTSAX (1.35) vs AQEAX (0.67). AQEAX was incepted earlier than VTSAX: AQEAX (22 years) vs VTSAX (24 years). AQEAX is a more actively managed with annual turnover of: 50.00 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 : 30.54 vs. AQEAX (28.96). VTSAX return over 5 years is better than : 83.75 vs. AQEAX (31.84).
| AQEAX | VTSAX | AQEAX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 26.207 | 22.422 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 1.73T | 0% |
| Annual Yield % from dividends | 0.67 | 1.35 | 50% |
| Returns for 1 year | 28.96 | 30.54 | 95% |
| Returns for 3 years | 0.88 | 19.92 | 4% |
| Returns for 5 years | 31.84 | 83.75 | 38% |
| Returns for 10 years | 78.01 | 186.74 | 42% |
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