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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$20.39
Change+$1.04 (+5.37%)
VolumeN/A
Net Assets1.98B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
AUEIX vs VSMPX Comparison Chart
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AUEIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. AUEIX (1.98B). AUEIX (1.40) and VSMPX (1.37) have matching dividends . AUEIX was incepted earlier than VSMPX: AUEIX (13 years) vs VSMPX (10 years). AUEIX (0.38) is less costly to investors than VSMPX (0.02). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AUEIX has a lower initial minimum investment than VSMPX: AUEIX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : -5.40 vs. AUEIX (-16.49). VSMPX return over 5 years is better than : 75.50 vs. AUEIX (-2.55).
| AUEIX | VSMPX | AUEIX / VSMPX | |
| Total Expense Ratio | 0.38 | 0.02 | 1,900% |
| Annual Report Gross Expense Ratio | 0.38 | 0.02 | 1,900% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -4.397 | -15.900 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.7T | 0% |
| Annual Yield % from dividends | 1.40 | 1.37 | 103% |
| Returns for 1 year | -16.49 | -5.40 | 305% |
| Returns for 3 years | -32.89 | 8.78 | -374% |
| Returns for 5 years | -2.55 | 75.50 | -3% |
| Returns for 10 years | 44.37 | N/A | - |
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