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AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$16.96
Change-$0.18 (-1.05%)
VolumeN/A
Net Assets58.12M
Vanguard Total Stock Mkt Idx I
Price$133.24
Change-$0.86 (-0.64%)
VolumeN/A
Net Assets1.81T
AQEIX vs VTSMX Comparison Chart
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AQEIX vs. VTSMX commentary
Mar 12, 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: 1.81T vs. AQEIX (58.1M). VTSMX pays higher dividends than AQEIX: VTSMX (1.15) vs AQEIX (0.25). 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 : 8.61 vs. AQEIX (-2.09). VTSMX return over 5 years is better than : 121.83 vs. AQEIX (49.36).
| 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 | -2.558 | -4.894 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.15 | 22% |
| Returns for 1 year | -2.09 | 8.61 | -24% |
| Returns for 3 years | -1.11 | 30.40 | -4% |
| Returns for 5 years | 49.36 | 121.83 | 41% |
| Returns for 10 years | 4.49 | 167.43 | 3% |
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