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AQEIX vs VSMPX
AQEIX vs VSMPX Comparison
Open Charts AQEIX vs VSMPX
LKCM Aquinas Catholic Equity
Price$18.95
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets60.88M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.20
Change-$0.16 (-0.05%)
VolumeN/A
Net Assets2.06T
AQEIX vs VSMPX Comparison Chart in %
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AQEIX vs. VSMPX commentary
Dec 27, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. AQEIX (60.9M). 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 : 14.34 vs. AQEIX (-1.57). VSMPX return over 5 years is better than : 76.80 vs. AQEIX (3.21).
| 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 | 7.732 | 17.322 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.9M | 2.06T | 0% |
| Annual Yield % from dividends | 0.24 | 1.12 | 21% |
| Returns for 1 year | -1.57 | 14.34 | -11% |
| Returns for 3 years | 19.73 | 78.77 | 25% |
| Returns for 5 years | 3.21 | 76.80 | 4% |
| Returns for 10 years | 26.09 | 222.37 | 12% |
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