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AQEIX vs VTSAX
AQEIX vs VTSAX Comparison
Open Charts AQEIX vs VTSAX
LKCM Aquinas Catholic Equity
Price$15.94
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets54.11M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
AQEIX vs VTSAX Comparison Chart
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AQEIX vs. VTSAX commentary
Apr 19, 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: 1.7T vs. AQEIX (54.1M). VTSAX pays higher dividends than AQEIX: VTSAX (1.35) vs AQEIX (0.26). AQEIX was incepted earlier than VTSAX: AQEIX (20 years) vs VTSAX (24 years). AQEIX (1.54) 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 : 4.59 vs. AQEIX (-7.30). VTSAX return over 5 years is better than : 81.37 vs. AQEIX (20.08).
| AQEIX | VTSAX | AQEIX / VTSAX | |
| Total Expense Ratio | 1.01 | 0.04 | 2,525% |
| Annual Report Gross Expense Ratio | 1.54 | 0.04 | 3,850% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -9.892 | -10.650 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 1.7T | 0% |
| Annual Yield % from dividends | 0.26 | 1.35 | 19% |
| Returns for 1 year | -7.30 | 4.59 | -159% |
| Returns for 3 years | -11.44 | 17.81 | -64% |
| Returns for 5 years | 20.08 | 81.37 | 25% |
| Returns for 10 years | -6.21 | 146.77 | -4% |
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