Interact to see
Advertisement
Advertisement
AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$15.31
Change+$0.14 (+0.92%)
VolumeN/A
Net Assets4.84B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AQEAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AQEAX vs. VTSMX commentary
Jul 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 AQEAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AQEAX (4.84B). VTSMX pays higher dividends than AQEAX: VTSMX (1.12) vs AQEAX (0.59). AQEAX was incepted earlier than VTSMX: AQEAX (22 years) vs VTSMX (33 years). AQEAX (0.96) is less costly to investors than VTSMX (0.14). AQEAX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). AQEAX has a lower initial minimum investment than VTSMX: AQEAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. AQEAX (0.59). VTSMX return over 5 years is better than : 95.59 vs. AQEAX (34.78).
| AQEAX | VTSMX | AQEAX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 4.079 | 6.421 | 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 | 1.12 | 53% |
| Returns for 1 year | 0.59 | 13.89 | 4% |
| Returns for 3 years | 33.02 | 62.08 | 53% |
| Returns for 5 years | 34.78 | 95.59 | 36% |
| Returns for 10 years | 63.08 | 198.05 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BMIDX | 18.04 | 0.22 | +1.23% |
| Brown Advisory Mid-Cap Growth Investor | |||
| SUSIX | 13.03 | 0.11 | +0.85% |
| State Street Instl US Equity Inv | |||
| GQGIX | 17.60 | 0.11 | +0.63% |
| GQG Partners Emerging Markets EquityInst | |||
| PAGYX | 21.53 | 0.12 | +0.56% |
| Putnam Dynamic Asset Allocation Gr Y | |||
| BIASX | 22.72 | 0.11 | +0.49% |
| Brown Advisory Small-Cap Growth Inv | |||