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AQEIX vs VTSMX
AQEIX vs VTSMX Comparison
Open Charts AQEIX vs VTSMX
LKCM Aquinas Catholic Equity
Price$19.00
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets61.3M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
AQEIX vs VTSMX Comparison Chart in %
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AQEIX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AQEIX (61.3M). VTSMX pays higher dividends than AQEIX: VTSMX (1.02) vs AQEIX (0.24). AQEIX was incepted earlier than VTSMX: AQEIX (20 years) vs VTSMX (34 years). AQEIX (1.47) is less costly to investors than VTSMX (0.14). AQEIX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). AQEIX has a lower initial minimum investment than VTSMX: AQEIX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. AQEIX (-4.97). VTSMX return over 5 years is better than : 77.17 vs. AQEIX (6.94).
| AQEIX | VTSMX | AQEIX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.47 | 0.14 | 1,050% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 7.675 | 15.489 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 2.05T | 0% |
| Annual Yield % from dividends | 0.24 | 1.02 | 23% |
| Returns for 1 year | -4.97 | 11.43 | -43% |
| Returns for 3 years | 12.96 | 64.40 | 20% |
| Returns for 5 years | 6.94 | 77.17 | 9% |
| Returns for 10 years | 14.85 | 223.01 | 7% |
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