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AQEIX vs VTSAX
AQEIX vs VTSAX Comparison
Open Charts AQEIX vs VTSAX
LKCM Aquinas Catholic Equity
Price$18.30
Change+$0.20 (+1.10%)
VolumeN/A
Net Assets61.64M
Vanguard Total Stock Mkt Idx Adm
Price$145.39
Change-$0.74 (-0.51%)
VolumeN/A
Net Assets1.78T
AQEIX vs VTSAX Comparison Chart
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AQEIX vs. VTSAX commentary
Feb 01, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. AQEIX (61.6M). VTSAX pays higher dividends than AQEIX: VTSAX (1.35) vs AQEIX (0.67). AQEIX was incepted earlier than VTSAX: AQEIX (20 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 : 24.49 vs. AQEIX (9.11). VTSAX return over 5 years is better than : 83.08 vs. AQEIX (21.52).
| AQEIX | VTSAX | AQEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.899 | 2.992 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 1.78T | 0% |
| Annual Yield % from dividends | 0.67 | 1.35 | 49% |
| Returns for 1 year | 9.11 | 24.49 | 37% |
| Returns for 3 years | -1.90 | 31.85 | -6% |
| Returns for 5 years | 21.52 | 83.08 | 26% |
| Returns for 10 years | 15.56 | 197.28 | 8% |
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