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AUEIX vs VTSAX
AUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAX
AQR Large Cap Defensive Style I
Price$24.98
Change-$0.21 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$129.65
Change-$2.25 (-1.71%)
VolumeN/A
CapitalizationN/A
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AUEIX vs VTSAX Comparison Chart
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AUEIX vs. VTSAX commentary
Sep 08, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AUEIX (2.47B). AUEIX pays higher dividends than VTSAX: AUEIX (1.82) vs VTSAX (1.35). AUEIX was incepted earlier than VTSAX: AUEIX (12 years) vs VTSAX (24 years). AUEIX is a more actively managed with annual turnover of: 31.00 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 : 22.24 vs. AUEIX (-0.86). VTSAX return over 5 years is better than : 79.35 vs. AUEIX (15.88).
| AUEIX | VTSAX | AUEIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 14.604 | 14.262 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 1.72T | 0% |
| Annual Yield % from dividends | 1.82 | 1.35 | 134% |
| Returns for 1 year | -0.86 | 22.24 | -4% |
| Returns for 3 years | -16.37 | 15.98 | -102% |
| Returns for 5 years | 15.88 | 79.35 | 20% |
| Returns for 10 years | 100.72 | 173.57 | 58% |
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