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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.48
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
AUEIX vs VSMPX Comparison Chart
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AUEIX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. AUEIX (2.09B). AUEIX pays higher dividends than VSMPX: AUEIX (1.39) vs VSMPX (1.29). 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 : 10.97 vs. AUEIX (-9.07). VSMPX return over 5 years is better than : 81.02 vs. AUEIX (-4.28).
| 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 | 5.385 | 0.837 | 643% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.82T | 0% |
| Annual Yield % from dividends | 1.39 | 1.29 | 108% |
| Returns for 1 year | -9.07 | 10.97 | -83% |
| Returns for 3 years | -20.52 | 40.40 | -51% |
| Returns for 5 years | -4.28 | 81.02 | -5% |
| Returns for 10 years | 61.49 | 171.64 | 36% |
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