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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$21.96
Change+$0.12 (+0.55%)
VolumeN/A
Net Assets2B
Vanguard 500 Index Investor
Price$616.06
Change+$2.51 (+0.41%)
VolumeN/A
Net Assets1.41T
AUEIX vs VFINX Comparison Chart in %
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AUEIX vs. VFINX commentary
Oct 16, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. AUEIX (2B). AUEIX pays higher dividends than VFINX: AUEIX (1.35) vs VFINX (1.05). AUEIX was incepted earlier than VFINX: AUEIX (13 years) vs VFINX (49 years). AUEIX (0.38) is less costly to investors than VFINX (0.14). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AUEIX: VFINX (0) vs AUEIX (5000000). VFINX annual gain was more profitable for investors over the last year : 14.31 vs. AUEIX (-14.58). VFINX return over 5 years is better than : 90.97 vs. AUEIX (-10.15).
| AUEIX | VFINX | AUEIX / VFINX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 13 years | 49 years | - |
| Gain YTD | 7.905 | 13.063 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 1.41T | 0% |
| Annual Yield % from dividends | 1.35 | 1.05 | 129% |
| Returns for 1 year | -14.58 | 14.31 | -102% |
| Returns for 3 years | -9.22 | 85.66 | -11% |
| Returns for 5 years | -10.15 | 90.97 | -11% |
| Returns for 10 years | 60.70 | 227.34 | 27% |
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