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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$26.01
Change+$0.01 (+0.04%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$539.39
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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AUEIX vs VFINX Comparison Chart
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AUEIX vs. VFINX commentary
Oct 18, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. AUEIX (2.5B). AUEIX pays higher dividends than VFINX: AUEIX (1.82) vs VFINX (1.24). AUEIX was incepted earlier than VFINX: AUEIX (12 years) vs VFINX (48 years). AUEIX is a more actively managed with annual turnover of: 31.00 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 : 33.68 vs. AUEIX (1.93). VFINX return over 5 years is better than : 95.77 vs. AUEIX (20.87).
| AUEIX | VFINX | AUEIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 48 years | - |
| Gain YTD | 18.289 | 22.637 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 1.28T | 0% |
| Annual Yield % from dividends | 1.82 | 1.24 | 147% |
| Returns for 1 year | 1.93 | 33.68 | 6% |
| Returns for 3 years | -11.14 | 30.72 | -36% |
| Returns for 5 years | 20.87 | 95.77 | 22% |
| Returns for 10 years | 114.44 | 211.64 | 54% |
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