Interact to see
Advertisement
Advertisement
AUEIX vs VFIAX
AUEIX vs VFIAX Comparison
Open Charts AUEIX vs VFIAX
AQR Large Cap Defensive Style I
Price$21.48
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets2.09B
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
AUEIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AUEIX vs. VFIAX commentary
Jun 07, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. AUEIX (2.09B). AUEIX pays higher dividends than VFIAX: AUEIX (1.39) vs VFIAX (1.28). AUEIX was incepted earlier than VFIAX: AUEIX (13 years) vs VFIAX (25 years). AUEIX (0.38) is less costly to investors than VFIAX (0.04). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than AUEIX: VFIAX (3000) vs AUEIX (5000000). VFIAX annual gain was more profitable for investors over the last year : 10.99 vs. AUEIX (-9.07). VFIAX return over 5 years is better than : 85.80 vs. AUEIX (-4.28).
| AUEIX | VFIAX | AUEIX / VFIAX | |
| Total Expense Ratio | 0.38 | 0.04 | 950% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 5.385 | 1.208 | 446% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.43T | 0% |
| Annual Yield % from dividends | 1.39 | 1.28 | 109% |
| Returns for 1 year | -9.07 | 10.99 | -83% |
| Returns for 3 years | -20.52 | 42.76 | -48% |
| Returns for 5 years | -4.28 | 85.80 | -5% |
| Returns for 10 years | 61.49 | 185.59 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement