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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.49
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets2.06B
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AUEIX (2.06B). 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 : 21.79 vs. AUEIX (-9.13). VSMPX return over 5 years is better than : 83.98 vs. AUEIX (-7.98).
| 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 | 6.423 | 7.466 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.91T | 0% |
| Annual Yield % from dividends | 1.39 | 1.20 | 117% |
| Returns for 1 year | -9.13 | 21.79 | -42% |
| Returns for 3 years | -18.70 | 50.22 | -37% |
| Returns for 5 years | -7.98 | 83.98 | -10% |
| Returns for 10 years | 55.64 | 188.00 | 30% |
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