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AQEAX vs VTSMX
AQEAX vs VTSMX Comparison
Open Charts AQEAX vs VTSMX
Columbia Disciplined Core A
Price$16.57
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets5.06B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
AQEAX vs VTSMX Comparison Chart in %
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AQEAX vs. VTSMX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AQEAX (5.06B). VTSMX pays higher dividends than AQEAX: VTSMX (1.02) 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 : 12.11 vs. AQEAX (-1.90). VTSMX return over 5 years is better than : 76.45 vs. AQEAX (28.69).
| 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 | 12.644 | 16.213 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 2.05T | 0% |
| Annual Yield % from dividends | 0.55 | 1.02 | 54% |
| Returns for 1 year | -1.90 | 12.11 | -16% |
| Returns for 3 years | 34.89 | 65.43 | 53% |
| Returns for 5 years | 28.69 | 76.45 | 38% |
| Returns for 10 years | 75.26 | 225.03 | 33% |
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