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AQEAX vs VTSAX
AQEAX vs VTSAX Comparison
Open Charts AQEAX vs VTSAX
Columbia Disciplined Core A
Price$15.41
Change+$0.12 (+0.78%)
VolumeN/A
Net Assets4.83B
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change+$0.91 (+0.61%)
VolumeN/A
Net Assets1.91T
AQEAX vs VTSAX Comparison Chart in %
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AQEAX vs. VTSAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. AQEAX (4.83B). VTSAX pays higher dividends than AQEAX: VTSAX (1.21) vs AQEAX (0.59). AQEAX was incepted earlier than VTSAX: AQEAX (22 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 : 11.80 vs. AQEAX (-0.52). VTSAX return over 5 years is better than : 89.12 vs. AQEAX (31.68).
| 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 | 22 years | 25 years | - |
| Gain YTD | 3.943 | 6.118 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.83B | 1.91T | 0% |
| Annual Yield % from dividends | 0.59 | 1.21 | 49% |
| Returns for 1 year | -0.52 | 11.80 | -4% |
| Returns for 3 years | 32.50 | 61.23 | 53% |
| Returns for 5 years | 31.68 | 89.12 | 36% |
| Returns for 10 years | 58.68 | 190.51 | 31% |
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