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AQEIX vs VTSAX
AQEIX vs VTSAX Comparison
Open Charts AQEIX vs VTSAX
LKCM Aquinas Catholic Equity
Price$19.30
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.71
Change+$0.05 (+0.03%)
VolumeN/A
CapitalizationN/A
AQEIX vs VTSAX Comparison Chart
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AQEIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. AQEIX (61.5M). VTSAX pays higher dividends than AQEIX: VTSAX (1.35) vs AQEIX (0.67). AQEIX was incepted earlier than VTSAX: AQEIX (19 years) vs VTSAX (24 years). 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 : 25.73 vs. AQEIX (13.62). VTSAX return over 5 years is better than : 81.67 vs. AQEIX (16.80).
| AQEIX | VTSAX | AQEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 15.302 | 25.370 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.67 | 1.35 | 49% |
| Returns for 1 year | 13.62 | 25.73 | 53% |
| Returns for 3 years | -10.59 | 24.29 | -44% |
| Returns for 5 years | 16.80 | 81.67 | 21% |
| Returns for 10 years | 6.78 | 187.57 | 4% |
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