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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$14.52
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets4.61B
Vanguard Total Stock Mkt Idx I
Price$142.82
Change-$0.30 (-0.21%)
VolumeN/A
Net Assets1.82T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Jun 23, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AQEAX (4.61B). VTSMX pays higher dividends than AQEAX: VTSMX (1.18) vs AQEAX (0.62). AQEAX was incepted earlier than VTSMX: AQEAX (22 years) vs VTSMX (33 years). AQEAX (0.96) is less costly to investors than VTSMX (0.14). AQEAX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). AQEAX has a lower initial minimum investment than VTSMX: AQEAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 9.37 vs. AQEAX (-3.15). VTSMX return over 5 years is better than : 87.48 vs. AQEAX (28.60).
| AQEAX | VTSMX | AQEAX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -1.292 | 1.320 | -98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 1.82T | 0% |
| Annual Yield % from dividends | 0.62 | 1.18 | 52% |
| Returns for 1 year | -3.15 | 9.37 | -34% |
| Returns for 3 years | 28.23 | 56.46 | 50% |
| Returns for 5 years | 28.60 | 87.48 | 33% |
| Returns for 10 years | 51.14 | 174.96 | 29% |
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