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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets2.19B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
AUEIX vs VSMPX Comparison Chart
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AUEIX vs. VSMPX commentary
Jan 19, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. AUEIX (2.19B). AUEIX pays higher dividends than VSMPX: AUEIX (1.82) vs VSMPX (1.36). AUEIX was incepted earlier than VSMPX: AUEIX (13 years) vs VSMPX (10 years). AUEIX is a more actively managed with annual turnover of: 31.00 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 : 25.27 vs. AUEIX (-6.04). VSMPX return over 5 years is better than : 76.14 vs. AUEIX (-10.73).
| AUEIX | VSMPX | AUEIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.075 | 2.245 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 1.78T | 0% |
| Annual Yield % from dividends | 1.82 | 1.36 | 134% |
| Returns for 1 year | -6.04 | 25.27 | -24% |
| Returns for 3 years | -28.08 | 29.00 | -97% |
| Returns for 5 years | -10.73 | 76.14 | -14% |
| Returns for 10 years | 59.98 | N/A | - |
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