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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Aug 29, 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: 1.91T vs. AUEIX (2.07B). AUEIX pays higher dividends than VSMPX: AUEIX (1.39) vs VSMPX (1.20). 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 : 15.93 vs. AUEIX (-12.58). VSMPX return over 5 years is better than : 80.29 vs. AUEIX (-9.90).
| 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 | 7.658 | 10.147 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.91T | 0% |
| Annual Yield % from dividends | 1.39 | 1.20 | 117% |
| Returns for 1 year | -12.58 | 15.93 | -79% |
| Returns for 3 years | -16.70 | 58.20 | -29% |
| Returns for 5 years | -9.90 | 80.29 | -12% |
| Returns for 10 years | 66.55 | 213.94 | 31% |
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