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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$16.47
Change-$0.19 (-1.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
AQEAX vs VTSMX Comparison Chart
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AQEAX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AQEAX (5.01B). VTSMX pays higher dividends than AQEAX: VTSMX (1.26) vs AQEAX (0.67). AQEAX was incepted earlier than VTSMX: AQEAX (22 years) vs VTSMX (33 years). AQEAX is a more actively managed with annual turnover of: 50.00 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 : 30.52 vs. AQEAX (28.96). VTSMX return over 5 years is better than : 83.72 vs. AQEAX (31.84).
| AQEAX | VTSMX | AQEAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 26.207 | 22.392 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 1.73T | 0% |
| Annual Yield % from dividends | 0.67 | 1.26 | 53% |
| Returns for 1 year | 28.96 | 30.52 | 95% |
| Returns for 3 years | 0.88 | 19.91 | 4% |
| Returns for 5 years | 31.84 | 83.72 | 38% |
| Returns for 10 years | 78.01 | 186.07 | 42% |