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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-$0.09 (-0.42%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.05
Change-$0.12 (-0.04%)
VolumeN/A
Net Assets1.91T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AUEIX (2.09B). AUEIX pays higher dividends than VSMPX: AUEIX (1.38) vs VSMPX (1.22). 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 : 12.32 vs. AUEIX (-8.99). VSMPX return over 5 years is better than : 92.81 vs. AUEIX (-1.59).
| 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 | 6.324 | 5.564 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.91T | 0% |
| Annual Yield % from dividends | 1.38 | 1.22 | 113% |
| Returns for 1 year | -8.99 | 12.32 | -73% |
| Returns for 3 years | -15.36 | 57.56 | -27% |
| Returns for 5 years | -1.59 | 92.81 | -2% |
| Returns for 10 years | 59.50 | 185.84 | 32% |