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AUEIX vs VTSMX
AUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMX
AQR Large Cap Defensive Style I
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
AUEIX vs VTSMX Comparison Chart in %
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AUEIX vs. VTSMX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AUEIX (2.07B). 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 : 15.91 vs. AUEIX (-12.58). VTSMX return over 5 years is better than : 80.22 vs. AUEIX (-9.90).
| 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 | 7.658 | 10.125 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.91T | 0% |
| Annual Yield % from dividends | 1.39 | 1.09 | 128% |
| Returns for 1 year | -12.58 | 15.91 | -79% |
| Returns for 3 years | -16.70 | 58.13 | -29% |
| Returns for 5 years | -9.90 | 80.22 | -12% |
| Returns for 10 years | 66.55 | 223.55 | 30% |
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