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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$15.66
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets4.93B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. AQEAX (4.93B). VTSMX pays higher dividends than AQEAX: VTSMX (1.12) vs AQEAX (0.59). 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 : 17.75 vs. AQEAX (4.88). VTSMX return over 5 years is better than : 93.51 vs. AQEAX (35.43).
| 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 | 6.458 | 8.287 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.93B | 1.91T | 0% |
| Annual Yield % from dividends | 0.59 | 1.12 | 53% |
| Returns for 1 year | 4.88 | 17.75 | 27% |
| Returns for 3 years | 33.56 | 60.60 | 55% |
| Returns for 5 years | 35.43 | 93.51 | 38% |
| Returns for 10 years | 65.63 | 200.97 | 33% |
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