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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$14.55
Change-$0.22 (-1.49%)
VolumeN/A
Net Assets4.7B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AQEAX vs VTSMX Comparison Chart
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AQEAX vs. VTSMX commentary
Jun 14, 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 (4.7B). VTSMX pays higher dividends than AQEAX: VTSMX (1.18) vs AQEAX (0.62). 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 : 10.06 vs. AQEAX (-2.30). VTSMX return over 5 years is better than : 91.36 vs. AQEAX (31.82).
| 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 | -1.088 | 1.349 | -81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 1.82T | 0% |
| Annual Yield % from dividends | 0.62 | 1.18 | 52% |
| Returns for 1 year | -2.30 | 10.06 | -23% |
| Returns for 3 years | 28.71 | 57.59 | 50% |
| Returns for 5 years | 31.82 | 91.36 | 35% |
| Returns for 10 years | 53.43 | 178.92 | 30% |
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