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AQEIX vs VSMPX
AQEIX vs VSMPX Comparison
Open Charts AQEIX vs VSMPX
LKCM Aquinas Catholic Equity
Price$16.94
Change+$0.19 (+1.13%)
VolumeN/A
Net Assets56.58M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
AQEIX vs VSMPX Comparison Chart
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AQEIX vs. VSMPX commentary
May 09, 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 AQEIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. AQEIX (56.6M). VSMPX pays higher dividends than AQEIX: VSMPX (1.37) vs AQEIX (0.27). AQEIX was incepted earlier than VSMPX: AQEIX (20 years) vs VSMPX (10 years). AQEIX (1.54) is less costly to investors than VSMPX (0.02). AQEIX is a more actively managed with annual turnover of: 16.00 vs. VSMPX (2.00). AQEIX has a lower initial minimum investment than VSMPX: AQEIX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. AQEIX (-5.13). VSMPX return over 5 years is better than : 88.00 vs. AQEIX (21.03).
| AQEIX | VSMPX | AQEIX / VSMPX | |
| Total Expense Ratio | 1.01 | 0.02 | 5,050% |
| Annual Report Gross Expense Ratio | 1.54 | 0.02 | 7,700% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -4.775 | -4.649 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 20% |
| Returns for 1 year | -5.13 | 7.86 | -65% |
| Returns for 3 years | 2.19 | 39.43 | 6% |
| Returns for 5 years | 21.03 | 88.00 | 24% |
| Returns for 10 years | -2.51 | 155.00 | -2% |