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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$22.15
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets2.02B
Vanguard 500 Index Investor
Price$623.55
Change+$3.61 (+0.58%)
VolumeN/A
Net Assets1.41T
AUEIX vs VFINX Comparison Chart in %
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AUEIX vs. VFINX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. AUEIX (2.02B). 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 : 16.82 vs. AUEIX (-12.07). VFINX return over 5 years is better than : 93.35 vs. AUEIX (-9.12).
| 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 | 9.140 | 14.240 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 1.41T | 0% |
| Annual Yield % from dividends | 1.35 | 1.05 | 129% |
| Returns for 1 year | -12.07 | 16.82 | -72% |
| Returns for 3 years | -8.87 | 84.72 | -10% |
| Returns for 5 years | -9.12 | 93.35 | -10% |
| Returns for 10 years | 63.83 | 233.80 | 27% |
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