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AUEIX vs VFIAX
AUEIX vs VFIAX Comparison
Open Charts AUEIX vs VFIAX
AQR Large Cap Defensive Style I
Price$21.14
Change-$0.16 (-0.75%)
VolumeN/A
Net Assets2.19B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
AUEIX vs VFIAX Comparison Chart
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AUEIX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. AUEIX (2.19B). AUEIX pays higher dividends than VFIAX: AUEIX (1.82) vs VFIAX (1.32). AUEIX was incepted earlier than VFIAX: AUEIX (13 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 : 18.28 vs. AUEIX (-7.94). VFIAX return over 5 years is better than : 80.17 vs. AUEIX (-9.73).
| AUEIX | VFIAX | AUEIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 4.447 | 2.414 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 1.41T | 0% |
| Annual Yield % from dividends | 1.82 | 1.32 | 137% |
| Returns for 1 year | -7.94 | 18.28 | -43% |
| Returns for 3 years | -21.92 | 39.78 | -55% |
| Returns for 5 years | -9.73 | 80.17 | -12% |
| Returns for 10 years | 58.03 | 184.37 | 31% |
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