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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$15.91
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets4.96B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. AQEAX (4.96B). VTSMX pays higher dividends than AQEAX: VTSMX (1.07) vs AQEAX (0.57). 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 : 18.03 vs. AQEAX (4.87). VTSMX return over 5 years is better than : 84.94 vs. AQEAX (30.98).
| 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 | 8.158 | 10.330 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 1.95T | 0% |
| Annual Yield % from dividends | 0.57 | 1.07 | 53% |
| Returns for 1 year | 4.87 | 18.03 | 27% |
| Returns for 3 years | 35.69 | 63.63 | 56% |
| Returns for 5 years | 30.98 | 84.94 | 36% |
| Returns for 10 years | 77.94 | 224.15 | 35% |
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