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AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$18.20
Change-$3.87 (-17.54%)
VolumeN/A
Net Assets1.56B
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
AUEIX vs VFINX Comparison Chart in %
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AUEIX vs. VFINX commentary
Feb 05, 2026
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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. AUEIX (1.56B). AUEIX pays higher dividends than VFINX: AUEIX (1.57) vs VFINX (1.01). AUEIX was incepted earlier than VFINX: AUEIX (14 years) vs VFINX (49 years). AUEIX (0.38) is less costly to investors than VFINX (0.14). AUEIX is a more actively managed with annual turnover of: 24.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AUEIX: VFINX (0) vs AUEIX (5000000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. AUEIX (-11.98). VFINX return over 5 years is better than : 78.93 vs. AUEIX (-26.88).
| AUEIX | VFINX | AUEIX / VFINX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 14 years | 49 years | - |
| Gain YTD | 3.116 | 1.131 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.48T | 0% |
| Annual Yield % from dividends | 1.57 | 1.01 | 155% |
| Returns for 1 year | -11.98 | 15.48 | -77% |
| Returns for 3 years | -25.38 | 67.54 | -38% |
| Returns for 5 years | -26.88 | 78.93 | -34% |
| Returns for 10 years | 48.32 | 268.63 | 18% |
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