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AUEIX vs FXAIX
AUEIX vs FXAIX Comparison
Open Charts AUEIX vs FXAIX
AQR Large Cap Defensive Style I
Price$20.29
Change-$0.50 (-2.41%)
VolumeN/A
CapitalizationN/A
AUEIX vs FXAIX Comparison Chart
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AUEIX vs. FXAIX commentary
Dec 19, 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 AUEIX is a Hold and FXAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. AUEIX (1.93B). AUEIX pays higher dividends than FXAIX: AUEIX (1.82) vs FXAIX (1.31). AUEIX was incepted earlier than FXAIX: AUEIX (12 years) vs FXAIX (14 years). AUEIX is a more actively managed with annual turnover of: 31.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than AUEIX: FXAIX (0) vs AUEIX (5000000). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. AUEIX (-3.32). FXAIX return over 5 years is better than : 104.23 vs. AUEIX (-7.02).
| AUEIX | FXAIX | AUEIX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -4.072 | 28.550 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 632B | 0% |
| Annual Yield % from dividends | 1.82 | 1.31 | 138% |
| Returns for 1 year | -3.32 | 29.40 | -11% |
| Returns for 3 years | -30.75 | 37.14 | -83% |
| Returns for 5 years | -7.02 | 104.23 | -7% |
| Returns for 10 years | 61.09 | 217.91 | 28% |