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AUENX vs VTSMX
AUENX vs VTSMX Comparison
Open Charts AUENX vs VTSMX
AQR Large Cap Defensive Style N
Price$21.50
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets2.04B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
AUENX vs VTSMX Comparison Chart in %
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AUENX vs. VTSMX commentary
Aug 07, 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 AUENX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AUENX (2.05B). AUENX (1.11) and VTSMX (1.09) have matching dividends . AUENX was incepted earlier than VTSMX: AUENX (13 years) vs VTSMX (33 years). AUENX (0.66) is less costly to investors than VTSMX (0.14). AUENX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AUENX has a lower initial minimum investment than VTSMX: AUENX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.02 vs. AUENX (-9.52). VTSMX return over 5 years is better than : 82.72 vs. AUENX (-9.06).
| AUENX | VTSMX | AUENX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 6.225 | 6.754 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 1.91T | 0% |
| Annual Yield % from dividends | 1.11 | 1.09 | 102% |
| Returns for 1 year | -9.52 | 20.02 | -48% |
| Returns for 3 years | -19.33 | 49.22 | -39% |
| Returns for 5 years | -9.06 | 82.72 | -11% |
| Returns for 10 years | 53.04 | 198.64 | 27% |
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