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AUEIX vs VFIAX
AUEIX vs VFIAX Comparison
Open Charts AUEIX vs VFIAX
AQR Large Cap Defensive Style I
Price$20.29
Change-$0.50 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
AUEIX vs VFIAX Comparison Chart
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AUEIX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. AUEIX (1.93B). AUEIX pays higher dividends than VFIAX: AUEIX (1.82) vs VFIAX (1.32). AUEIX was incepted earlier than VFIAX: AUEIX (12 years) vs VFIAX (24 years). AUEIX is a more actively managed with annual turnover of: 31.00 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 : 27.64 vs. AUEIX (-3.32). VFIAX return over 5 years is better than : 88.64 vs. AUEIX (-7.02).
| AUEIX | VFIAX | AUEIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -4.072 | 27.303 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.37T | 0% |
| Annual Yield % from dividends | 1.82 | 1.32 | 137% |
| Returns for 1 year | -3.32 | 27.64 | -12% |
| Returns for 3 years | -30.75 | 30.99 | -99% |
| Returns for 5 years | -7.02 | 88.64 | -8% |
| Returns for 10 years | 61.09 | 193.66 | 32% |
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