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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$16.21
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets5B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. AQEAX (5B). VTSMX pays higher dividends than AQEAX: VTSMX (1.04) vs AQEAX (0.55). 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 : 13.79 vs. AQEAX (0.03). VTSMX return over 5 years is better than : 84.86 vs. AQEAX (31.04).
| 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 | 10.197 | 13.012 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5B | 2.02T | 0% |
| Annual Yield % from dividends | 0.55 | 1.04 | 53% |
| Returns for 1 year | 0.03 | 13.79 | 0% |
| Returns for 3 years | 43.65 | 76.02 | 57% |
| Returns for 5 years | 31.04 | 84.86 | 37% |
| Returns for 10 years | 75.33 | 225.10 | 33% |
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