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AUEIX vs VFIAX
AUEIX vs VFIAX Comparison
Open Charts AUEIX vs VFIAX
AQR Large Cap Defensive Style I
Price$21.74
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets1.93B
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
AUEIX vs VFIAX Comparison Chart in %
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AUEIX vs. VFIAX commentary
Nov 14, 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 AUEIX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. AUEIX (1.93B). AUEIX pays higher dividends than VFIAX: AUEIX (1.38) vs VFIAX (1.11). AUEIX was incepted earlier than VFIAX: AUEIX (13 years) vs VFIAX (25 years). AUEIX (0.38) is less costly to investors than VFIAX (0.04). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than AUEIX: VFIAX (3000) vs AUEIX (5000000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. AUEIX (-16.14). VFIAX return over 5 years is better than : 91.22 vs. AUEIX (-12.01).
| AUEIX | VFIAX | AUEIX / VFIAX | |
| Total Expense Ratio | 0.38 | 0.04 | 950% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 7.806 | 16.653 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.46T | 0% |
| Annual Yield % from dividends | 1.38 | 1.11 | 124% |
| Returns for 1 year | -16.14 | 14.54 | -111% |
| Returns for 3 years | -17.73 | 71.74 | -25% |
| Returns for 5 years | -12.01 | 91.22 | -13% |
| Returns for 10 years | 62.69 | 238.79 | 26% |
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