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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$13.19
Change-$0.76 (-5.45%)
VolumeN/A
Net Assets4.53B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
AQEAX vs VTSMX Comparison Chart
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AQEAX vs. VTSMX commentary
Apr 04, 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: 1.81T vs. AQEAX (4.53B). 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 : 8.05 vs. AQEAX (-3.92). VTSMX return over 5 years is better than : 126.23 vs. AQEAX (54.57).
| 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 | -5.778 | -3.986 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.81T | 0% |
| Annual Yield % from dividends | 0.64 | 1.25 | 51% |
| Returns for 1 year | -3.92 | 8.05 | -49% |
| Returns for 3 years | 3.20 | 21.01 | 15% |
| Returns for 5 years | 54.57 | 126.23 | 43% |
| Returns for 10 years | 48.38 | 166.80 | 29% |
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