Interact to see
Advertisement
Advertisement
AUEIX vs VFINX
AUEIX vs VFINX Comparison
Open Charts AUEIX vs VFINX
AQR Large Cap Defensive Style I
Price$17.87
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets1.61B
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
AUEIX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AUEIX vs. VFINX 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 AUEIX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. AUEIX (1.61B). AUEIX pays higher dividends than VFINX: AUEIX (1.36) vs VFINX (1.02). AUEIX was incepted earlier than VFINX: AUEIX (13 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 : 14.84 vs. AUEIX (-13.08). VFINX return over 5 years is better than : 87.51 vs. AUEIX (-28.02).
| AUEIX | VFINX | AUEIX / VFINX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 13 years | 49 years | - |
| Gain YTD | -11.709 | 17.904 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.48T | 0% |
| Annual Yield % from dividends | 1.36 | 1.02 | 133% |
| Returns for 1 year | -13.08 | 14.84 | -88% |
| Returns for 3 years | -26.28 | 80.65 | -33% |
| Returns for 5 years | -28.02 | 87.51 | -32% |
| Returns for 10 years | 36.18 | 237.26 | 15% |