AQEAX
Price
$15.31
Change
+$0.14 (+0.92%)
Updated
Jul 3 closing price
Net Assets
4.84B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
Interact to see
Advertisement

AQEAX vs VTSMX

Header iconAQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMXBanner chart's image
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
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.

Interact to see
Advertisement
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).
AQEAXVTSMXAQEAX / VTSMX
Total Expense Ratio0.960.14686%
Annual Report Gross Expense Ratio0.960.14686%
Fund Existence22 years33 years-
Gain YTD4.0796.42164%
Front Load6%N/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets4.84B1.82T0%
Annual Yield % from dividends0.591.1253%
Returns for 1 year0.5913.894%
Returns for 3 years33.0262.0853%
Returns for 5 years34.7895.5936%
Returns for 10 years63.08198.0532%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BMIDX18.040.22
+1.23%
Brown Advisory Mid-Cap Growth Investor
SUSIX13.030.11
+0.85%
State Street Instl US Equity Inv
GQGIX17.600.11
+0.63%
GQG Partners Emerging Markets EquityInst
PAGYX21.530.12
+0.56%
Putnam Dynamic Asset Allocation Gr Y
BIASX22.720.11
+0.49%
Brown Advisory Small-Cap Growth Inv