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AQEIX vs VSMPX
AQEIX vs VSMPX Comparison
Open Charts AQEIX vs VSMPX
LKCM Aquinas Catholic Equity
Price$17.81
Change+$0.18 (+1.02%)
VolumeN/A
Net Assets59.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
AQEIX vs VSMPX Comparison Chart
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AQEIX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. AQEIX (59.1M). VSMPX pays higher dividends than AQEIX: VSMPX (1.29) vs AQEIX (0.25). AQEIX was incepted earlier than VSMPX: AQEIX (20 years) vs VSMPX (10 years). AQEIX (1.47) 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 : 10.97 vs. AQEIX (-2.03). VSMPX return over 5 years is better than : 81.02 vs. AQEIX (17.51).
| AQEIX | VSMPX | AQEIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.47 | 0.02 | 7,350% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 0.227 | 0.837 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.29 | 20% |
| Returns for 1 year | -2.03 | 10.97 | -18% |
| Returns for 3 years | 1.31 | 40.40 | 3% |
| Returns for 5 years | 17.51 | 81.02 | 22% |
| Returns for 10 years | 2.84 | 171.64 | 2% |
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