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AUEIX vs VTSAX
AUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAX
AQR Large Cap Defensive Style I
Price$21.85
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets1.98B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
AUEIX vs VTSAX Comparison Chart in %
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AUEIX vs. VTSAX commentary
Oct 20, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. AUEIX (1.98B). AUEIX pays higher dividends than VTSAX: AUEIX (1.35) vs VTSAX (1.13). AUEIX was incepted earlier than VTSAX: AUEIX (13 years) vs VTSAX (25 years). AUEIX (0.38) is less costly to investors than VTSAX (0.04). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AUEIX: VTSAX (3000) vs AUEIX (5000000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. AUEIX (-14.80). VTSAX return over 5 years is better than : 84.90 vs. AUEIX (-10.24).
| AUEIX | VTSAX | AUEIX / VTSAX | |
| Total Expense Ratio | 0.38 | 0.04 | 950% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 7.955 | 13.023 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 2.02T | 0% |
| Annual Yield % from dividends | 1.35 | 1.13 | 120% |
| Returns for 1 year | -14.80 | 13.81 | -107% |
| Returns for 3 years | -11.94 | 76.08 | -16% |
| Returns for 5 years | -10.24 | 84.90 | -12% |
| Returns for 10 years | 60.46 | 225.85 | 27% |
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