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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$25.74
Change-$0.33 (-1.27%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
AUEIX vs VFINX Comparison Chart
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AUEIX vs. VFINX commentary
Nov 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 Buy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. AUEIX (2.44B). 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 : 30.22 vs. AUEIX (-0.28). VFINX return over 5 years is better than : 88.12 vs. AUEIX (16.73).
| 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 | 17.106 | 23.331 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 1.28T | 0% |
| Annual Yield % from dividends | 1.82 | 1.24 | 147% |
| Returns for 1 year | -0.28 | 30.22 | -1% |
| Returns for 3 years | -16.54 | 24.93 | -66% |
| Returns for 5 years | 16.73 | 88.12 | 19% |
| Returns for 10 years | 95.06 | 187.66 | 51% |