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AUEIX vs VTSAX
AUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAX
AQR Large Cap Defensive Style I
Price$21.49
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets2.06B
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
AUEIX vs VTSAX Comparison Chart in %
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AUEIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. AUEIX (2.06B). AUEIX pays higher dividends than VTSAX: AUEIX (1.39) vs VTSAX (1.18). 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 : 21.78 vs. AUEIX (-9.13). VTSAX return over 5 years is better than : 83.94 vs. AUEIX (-7.98).
| 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 | 6.423 | 7.459 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.91T | 0% |
| Annual Yield % from dividends | 1.39 | 1.18 | 118% |
| Returns for 1 year | -9.13 | 21.78 | -42% |
| Returns for 3 years | -18.70 | 50.18 | -37% |
| Returns for 5 years | -7.98 | 83.94 | -10% |
| Returns for 10 years | 55.64 | 197.46 | 28% |
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