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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$16.35
Change-$0.27 (-1.62%)
VolumeN/A
Net Assets5.01B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AQEAX (5.01B). VTSMX pays higher dividends than AQEAX: VTSMX (1.02) vs AQEAX (0.54). AQEAX was incepted earlier than VTSMX: AQEAX (23 years) vs VTSMX (34 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 : 11.51 vs. AQEAX (-1.75). VTSMX return over 5 years is better than : 80.75 vs. AQEAX (31.24).
| AQEAX | VTSMX | AQEAX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 11.149 | 13.935 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 2.05T | 0% |
| Annual Yield % from dividends | 0.54 | 1.02 | 53% |
| Returns for 1 year | -1.75 | 11.51 | -15% |
| Returns for 3 years | 37.37 | 66.86 | 56% |
| Returns for 5 years | 31.24 | 80.75 | 39% |
| Returns for 10 years | 76.84 | 224.94 | 34% |
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