Ad is loading...
AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.14
Change-$0.16 (-0.75%)
VolumeN/A
Net Assets2.19B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
AUEIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AUEIX vs. VSMPX commentary
Feb 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T 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 : 17.62 vs. AUEIX (-7.94). VSMPX return over 5 years is better than : 74.89 vs. AUEIX (-9.73).
| 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 | 4.447 | 2.135 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 1.84T | 0% |
| Annual Yield % from dividends | 1.82 | 1.36 | 134% |
| Returns for 1 year | -7.94 | 17.62 | -45% |
| Returns for 3 years | -21.92 | 36.83 | -60% |
| Returns for 5 years | -9.73 | 74.89 | -13% |
| Returns for 10 years | 58.03 | N/A | - |