Ad is loading...
AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$13.30
Change+$0.23 (+1.76%)
VolumeN/A
Net Assets4.21B
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
AQEAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. AQEAX (4.21B). VTSMX pays higher dividends than AQEAX: VTSMX (1.25) vs AQEAX (0.64). 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 : 5.27 vs. AQEAX (-6.82). VTSMX return over 5 years is better than : 86.77 vs. AQEAX (27.99).
| 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 | -11.149 | -9.023 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 1.7T | 0% |
| Annual Yield % from dividends | 0.64 | 1.25 | 51% |
| Returns for 1 year | -6.82 | 5.27 | -130% |
| Returns for 3 years | 1.00 | 22.56 | 4% |
| Returns for 5 years | 27.99 | 86.77 | 32% |
| Returns for 10 years | 37.55 | 150.14 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...