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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-$0.13 (-0.60%)
VolumeN/A
Net Assets2.1B
Vanguard 500 Index Investor
Price$574.79
Change+$2.73 (+0.48%)
VolumeN/A
Net Assets1.43T
AUEIX vs VFINX Comparison Chart in %
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AUEIX vs. VFINX commentary
Jul 04, 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: 1.43T vs. AUEIX (2.1B). AUEIX pays higher dividends than VFINX: AUEIX (1.38) vs VFINX (1.12). 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 : 12.58 vs. AUEIX (-8.28). VFINX return over 5 years is better than : 98.22 vs. AUEIX (-0.66).
| 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 | 6.966 | 5.404 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 1.43T | 0% |
| Annual Yield % from dividends | 1.38 | 1.12 | 124% |
| Returns for 1 year | -8.28 | 12.58 | -66% |
| Returns for 3 years | -14.30 | 62.18 | -23% |
| Returns for 5 years | -0.66 | 98.22 | -1% |
| Returns for 10 years | 61.95 | 198.88 | 31% |
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