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AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$15.94
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets54.11M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
AQEIX vs VTSMX Comparison Chart
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AQEIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. AQEIX (54.1M). VTSMX pays higher dividends than AQEIX: VTSMX (1.25) vs AQEIX (0.26). AQEIX was incepted earlier than VTSMX: AQEIX (20 years) vs VTSMX (33 years). AQEIX (1.54) is less costly to investors than VTSMX (0.14). 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 : 4.59 vs. AQEIX (-7.30). VTSMX return over 5 years is better than : 81.35 vs. AQEIX (20.08).
| AQEIX | VTSMX | AQEIX / VTSMX | |
| Total Expense Ratio | 1.01 | 0.14 | 721% |
| Annual Report Gross Expense Ratio | 1.54 | 0.14 | 1,100% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -9.892 | -10.648 | 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 | 1.25 | 21% |
| Returns for 1 year | -7.30 | 4.59 | -159% |
| Returns for 3 years | -11.44 | 17.80 | -64% |
| Returns for 5 years | 20.08 | 81.35 | 25% |
| Returns for 10 years | -6.21 | 146.23 | -4% |
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