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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.52
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx Instl Pls
Price$295.59
Change+$3.25 (+1.11%)
VolumeN/A
Net Assets2.05T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Nov 23, 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: 2.05T vs. AUEIX (1.77B). AUEIX pays higher dividends than VSMPX: AUEIX (1.38) vs VSMPX (1.12). AUEIX was incepted earlier than VSMPX: AUEIX (13 years) vs VSMPX (11 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 : 9.81 vs. AUEIX (-16.63). VSMPX return over 5 years is better than : 77.43 vs. AUEIX (-12.18).
| 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 | 11 years | - |
| Gain YTD | 6.324 | 11.796 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 2.05T | 0% |
| Annual Yield % from dividends | 1.38 | 1.12 | 123% |
| Returns for 1 year | -16.63 | 9.81 | -170% |
| Returns for 3 years | -20.21 | 62.18 | -33% |
| Returns for 5 years | -12.18 | 77.43 | -16% |
| Returns for 10 years | 55.60 | 203.49 | 27% |
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