Interact to see
Advertisement
Advertisement
AQEIX vs VTSAX
AQEIX vs VTSAX Comparison
Open Charts AQEIX vs VTSAX
LKCM Aquinas Catholic Equity
Price$17.81
Change+$0.18 (+1.02%)
VolumeN/A
Net Assets59.09M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
AQEIX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AQEIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. AQEIX (59.1M). VTSAX pays higher dividends than AQEIX: VTSAX (1.28) vs AQEIX (0.25). AQEIX was incepted earlier than VTSAX: AQEIX (20 years) vs VTSAX (25 years). AQEIX (1.47) is less costly to investors than VTSAX (0.04). AQEIX is a more actively managed with annual turnover of: 16.00 vs. VTSAX (2.00). AQEIX has a lower initial minimum investment than VTSAX: AQEIX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 10.96 vs. AQEIX (-2.03). VTSAX return over 5 years is better than : 80.95 vs. AQEIX (17.51).
| AQEIX | VTSAX | AQEIX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.47 | 0.04 | 3,675% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 0.227 | 0.826 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.28 | 20% |
| Returns for 1 year | -2.03 | 10.96 | -19% |
| Returns for 3 years | 1.31 | 40.35 | 3% |
| Returns for 5 years | 17.51 | 80.95 | 22% |
| Returns for 10 years | 2.84 | 180.53 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers