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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$15.82
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.96B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AQEAX (4.96B). VTSMX pays higher dividends than AQEAX: VTSMX (1.09) vs AQEAX (0.58). 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 : 16.52 vs. AQEAX (3.53). VTSMX return over 5 years is better than : 86.32 vs. AQEAX (30.76).
| 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 | 7.546 | 9.557 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 1.91T | 0% |
| Annual Yield % from dividends | 0.58 | 1.09 | 53% |
| Returns for 1 year | 3.53 | 16.52 | 21% |
| Returns for 3 years | 22.81 | 47.19 | 48% |
| Returns for 5 years | 30.76 | 86.32 | 36% |
| Returns for 10 years | 66.65 | 203.34 | 33% |
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