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AQEIX vs VSMPX
AQEIX vs VSMPX Comparison
Open Charts AQEIX vs VSMPX
LKCM Aquinas Catholic Equity
Price$19.00
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets61.3M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
AQEIX vs VSMPX Comparison Chart in %
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AQEIX vs. VSMPX commentary
Dec 04, 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 AQEIX is a Buy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AQEIX (61.3M). VSMPX pays higher dividends than AQEIX: VSMPX (1.12) vs AQEIX (0.24). AQEIX was incepted earlier than VSMPX: AQEIX (20 years) vs VSMPX (11 years). AQEIX (1.47) is less costly to investors than VSMPX (0.02). AQEIX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). AQEIX has a lower initial minimum investment than VSMPX: AQEIX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.45 vs. AQEIX (-4.97). VSMPX return over 5 years is better than : 77.28 vs. AQEIX (6.94).
| AQEIX | VSMPX | AQEIX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.47 | 0.02 | 7,350% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 7.675 | 15.521 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 2.05T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | -4.97 | 11.45 | -43% |
| Returns for 3 years | 12.96 | 64.49 | 20% |
| Returns for 5 years | 6.94 | 77.28 | 9% |
| Returns for 10 years | 14.85 | 213.44 | 7% |
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