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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$16.02
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets4.9B
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AQEAX (4.9B). VTSMX pays higher dividends than AQEAX: VTSMX (1.02) vs AQEAX (0.54). AQEAX was incepted earlier than VTSMX: AQEAX (23 years) vs VTSMX (34 years). AQEAX (0.96) is less costly to investors than VTSMX (0.14). AQEAX is a more actively managed with annual turnover of: 49.00 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 : 10.79 vs. AQEAX (-3.16). VTSMX return over 5 years is better than : 77.62 vs. AQEAX (29.04).
| AQEAX | VTSMX | AQEAX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 8.770 | 11.948 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 2.05T | 0% |
| Annual Yield % from dividends | 0.54 | 1.02 | 53% |
| Returns for 1 year | -3.16 | 10.79 | -29% |
| Returns for 3 years | 33.99 | 63.83 | 53% |
| Returns for 5 years | 29.04 | 77.62 | 37% |
| Returns for 10 years | 69.91 | 213.77 | 33% |
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