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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$22.15
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets2.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.98
Change+$1.93 (+0.64%)
VolumeN/A
Net Assets2.02T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. AUEIX (2.02B). AUEIX pays higher dividends than VSMPX: AUEIX (1.35) vs VSMPX (1.15). 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 : 16.79 vs. AUEIX (-12.07). VSMPX return over 5 years is better than : 86.68 vs. AUEIX (-9.12).
| 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 | 9.140 | 13.861 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 2.02T | 0% |
| Annual Yield % from dividends | 1.35 | 1.15 | 118% |
| Returns for 1 year | -12.07 | 16.79 | -72% |
| Returns for 3 years | -8.87 | 81.30 | -11% |
| Returns for 5 years | -9.12 | 86.68 | -11% |
| Returns for 10 years | 63.83 | 219.76 | 29% |
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