Ad is loading...
AQEIX vs VSMPX
AQEIX vs VSMPX Comparison
Open Charts AQEIX vs VSMPX
LKCM Aquinas Catholic Equity
Price$19.30
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$271.49
Change+$0.09 (+0.03%)
VolumeN/A
CapitalizationN/A
AQEIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQEIX vs. VSMPX commentary
Dec 27, 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 AQEIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. AQEIX (61.5M). VSMPX pays higher dividends than AQEIX: VSMPX (1.36) vs AQEIX (0.67). AQEIX was incepted earlier than VSMPX: AQEIX (19 years) vs VSMPX (10 years). 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 : 25.74 vs. AQEIX (13.62). VSMPX return over 5 years is better than : 81.73 vs. AQEIX (16.80).
| AQEIX | VSMPX | AQEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 15.302 | 25.384 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.67 | 1.36 | 49% |
| Returns for 1 year | 13.62 | 25.74 | 53% |
| Returns for 3 years | -10.59 | 24.32 | -44% |
| Returns for 5 years | 16.80 | 81.73 | 21% |
| Returns for 10 years | 6.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGWCX | 23.08 | 0.30 | +1.32% |
| Victory RS Growth C | |||
| JVTIX | 85.65 | 0.75 | +0.88% |
| Janus Henderson Venture I | |||
| CSPEX | 63.94 | 0.34 | +0.53% |
| American Funds SMALLCAP World 529E | |||
| CCWIX | 19.30 | 0.03 | +0.16% |
| Baird Chautauqua International Gr Instl | |||
| DIERX | 38.24 | 0.05 | +0.13% |
| BNY Mellon International Core Equity I | |||