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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$21.52
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets1.77B
Vanguard 500 Index Investor
Price$610.44
Change+$5.99 (+0.99%)
VolumeN/A
Net Assets1.46T
AUEIX vs VFINX Comparison Chart in %
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AUEIX vs. VFINX commentary
Nov 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. AUEIX (1.77B). AUEIX pays higher dividends than VFINX: AUEIX (1.38) vs VFINX (1.02). 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 : 11.05 vs. AUEIX (-16.63). VFINX return over 5 years is better than : 85.77 vs. AUEIX (-12.18).
| 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 | 6.324 | 12.490 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 1.46T | 0% |
| Annual Yield % from dividends | 1.38 | 1.02 | 135% |
| Returns for 1 year | -16.63 | 11.05 | -150% |
| Returns for 3 years | -20.21 | 65.03 | -31% |
| Returns for 5 years | -12.18 | 85.77 | -14% |
| Returns for 10 years | 55.60 | 216.19 | 26% |
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