Ad is loading...
AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$20.39
Change+$1.04 (+5.37%)
VolumeN/A
Net Assets1.98B
Vanguard 500 Index Investor
Price$486.30
Change-$17.35 (-3.44%)
VolumeN/A
Net Assets1.32T
AUEIX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AUEIX vs. VFINX commentary
Apr 11, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. AUEIX (1.98B). AUEIX pays higher dividends than VFINX: AUEIX (1.40) vs VFINX (1.24). 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 : -4.34 vs. AUEIX (-16.49). VFINX return over 5 years is better than : 78.65 vs. AUEIX (-2.55).
| 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 | -4.397 | -15.272 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.32T | 0% |
| Annual Yield % from dividends | 1.40 | 1.24 | 113% |
| Returns for 1 year | -16.49 | -4.34 | 380% |
| Returns for 3 years | -32.89 | 11.08 | -297% |
| Returns for 5 years | -2.55 | 78.65 | -3% |
| Returns for 10 years | 44.37 | 137.41 | 32% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers