Interact to see
Advertisement
Advertisement
AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$18.65
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets62.22M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AQEIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQEIX vs. VTSMX commentary
Jul 06, 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: 1.82T vs. AQEIX (62.2M). VTSMX pays higher dividends than AQEIX: VTSMX (1.12) vs AQEIX (0.24). AQEIX was incepted earlier than VTSMX: AQEIX (20 years) vs VTSMX (33 years). AQEIX (1.47) 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 : 13.89 vs. AQEIX (1.34). VTSMX return over 5 years is better than : 95.59 vs. AQEIX (25.22).
| 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 | 33 years | - |
| Gain YTD | 6.026 | 6.421 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 22% |
| Returns for 1 year | 1.34 | 13.89 | 10% |
| Returns for 3 years | 19.56 | 62.08 | 32% |
| Returns for 5 years | 25.22 | 95.59 | 26% |
| Returns for 10 years | 10.42 | 198.05 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement