Interact to see
Advertisement
Advertisement
AQEAX vs VTSAX
AQEAX vs VTSAX Comparison
Open Charts AQEAX vs VTSAX
Columbia Disciplined Core A
Price$15.31
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AQEAX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VTSAX commentary
Jul 06, 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 AQEAX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. AQEAX (4.84B). VTSAX pays higher dividends than AQEAX: VTSAX (1.21) vs AQEAX (0.59). AQEAX was incepted earlier than VTSAX: AQEAX (22 years) vs VTSAX (25 years). AQEAX (0.96) is less costly to investors than VTSAX (0.04). AQEAX is a more actively managed with annual turnover of: 51.00 vs. VTSAX (2.00). AQEAX has a lower initial minimum investment than VTSAX: AQEAX (2000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. AQEAX (0.59). VTSAX return over 5 years is better than : 95.62 vs. AQEAX (34.78).
| AQEAX | VTSAX | AQEAX / VTSAX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 4.079 | 6.416 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.84B | 1.82T | 0% |
| Annual Yield % from dividends | 0.59 | 1.21 | 49% |
| Returns for 1 year | 0.59 | 13.89 | 4% |
| Returns for 3 years | 33.02 | 62.12 | 53% |
| Returns for 5 years | 34.78 | 95.62 | 36% |
| Returns for 10 years | 63.08 | 198.69 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement