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AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$19.30
Change+$0.01 (+0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.69
Change+$0.05 (+0.03%)
VolumeN/A
CapitalizationN/A
AQEIX vs VTSMX Comparison Chart
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AQEIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AQEIX (61.5M). VTSMX pays higher dividends than AQEIX: VTSMX (1.26) vs AQEIX (0.67). AQEIX was incepted earlier than VTSMX: AQEIX (19 years) vs VTSMX (33 years). AQEIX is a more actively managed with annual turnover of: 16.00 vs. VTSMX (2.00). AQEIX has a lower initial minimum investment than VTSMX: AQEIX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.71 vs. AQEIX (13.62). VTSMX return over 5 years is better than : 81.67 vs. AQEIX (16.80).
| AQEIX | VTSMX | AQEIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 15.302 | 25.355 | 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 | 1.26 | 53% |
| Returns for 1 year | 13.62 | 25.71 | 53% |
| Returns for 3 years | -10.59 | 24.27 | -44% |
| Returns for 5 years | 16.80 | 81.67 | 21% |
| Returns for 10 years | 6.78 | 186.91 | 4% |
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