Interact to see
Advertisement
Advertisement
AUEIX vs VTSMX
AUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMX
AQR Large Cap Defensive Style I
Price$21.49
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets2.06B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
AUEIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AUEIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AUEIX (2.06B). AUEIX pays higher dividends than VTSMX: AUEIX (1.39) vs VTSMX (1.09). AUEIX was incepted earlier than VTSMX: AUEIX (13 years) vs VTSMX (33 years). AUEIX (0.38) is less costly to investors than VTSMX (0.14). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AUEIX: VTSMX (3000) vs AUEIX (5000000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. AUEIX (-9.13). VTSMX return over 5 years is better than : 83.91 vs. AUEIX (-7.98).
| AUEIX | VTSMX | AUEIX / VTSMX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 6.423 | 7.450 | 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 | 1.09 | 128% |
| Returns for 1 year | -9.13 | 21.77 | -42% |
| Returns for 3 years | -18.70 | 50.15 | -37% |
| Returns for 5 years | -7.98 | 83.91 | -10% |
| Returns for 10 years | 55.64 | 196.78 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement