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AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$18.40
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets59.8M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
AQEIX vs VTSMX Comparison Chart in %
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AQEIX vs. VTSMX commentary
Nov 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AQEIX (59.8M). VTSMX pays higher dividends than AQEIX: VTSMX (1.02) vs AQEIX (0.24). AQEIX was incepted earlier than VTSMX: AQEIX (20 years) vs VTSMX (34 years). AQEIX (1.47) is less costly to investors than VTSMX (0.14). AQEIX is a more actively managed with annual turnover of: 11.00 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 : 12.09 vs. AQEIX (-4.89). VTSMX return over 5 years is better than : 77.91 vs. AQEIX (7.51).
| AQEIX | VTSMX | AQEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.47 | 0.14 | 1,050% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 5.117 | 12.736 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.24 | 1.02 | 23% |
| Returns for 1 year | -4.89 | 12.09 | -40% |
| Returns for 3 years | 12.94 | 64.98 | 20% |
| Returns for 5 years | 7.51 | 77.91 | 10% |
| Returns for 10 years | 12.46 | 215.97 | 6% |
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