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AUEIX vs FXAIX
AUEIX vs FXAIX Comparison
Open Charts AUEIX vs FXAIX
AQR Large Cap Defensive Style I
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.19B
AUEIX vs FXAIX Comparison Chart
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AUEIX vs. FXAIX commentary
Jan 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 AUEIX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. AUEIX (2.19B). AUEIX pays higher dividends than FXAIX: AUEIX (1.82) vs FXAIX (1.31). AUEIX was incepted earlier than FXAIX: AUEIX (13 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 : 27.15 vs. AUEIX (-6.04). FXAIX return over 5 years is better than : 94.81 vs. AUEIX (-10.73).
| AUEIX | FXAIX | AUEIX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 2.075 | 2.013 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 619B | 0% |
| Annual Yield % from dividends | 1.82 | 1.31 | 138% |
| Returns for 1 year | -6.04 | 27.15 | -22% |
| Returns for 3 years | -28.08 | 37.22 | -75% |
| Returns for 5 years | -10.73 | 94.81 | -11% |
| Returns for 10 years | 59.98 | 222.48 | 27% |
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