AUEIX
Price
$21.68
Change
+$0.16 (+0.74%)
Updated
Jul 3 closing price
Net Assets
2.1B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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AUEIX vs VSMPX

Header iconAUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPXBanner chart's image
AQR Large Cap Defensive Style I
Price$21.68
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets2.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Jul 07, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. AUEIX (2.1B). AUEIX pays higher dividends than VSMPX: AUEIX (1.38) vs VSMPX (1.22). AUEIX was incepted earlier than VSMPX: AUEIX (13 years) vs VSMPX (10 years). AUEIX (0.38) is less costly to investors than VSMPX (0.02). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AUEIX has a lower initial minimum investment than VSMPX: AUEIX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. AUEIX (-8.04). VSMPX return over 5 years is better than : 95.69 vs. AUEIX (-0.52).
AUEIXVSMPXAUEIX / VSMPX
Total Expense Ratio0.380.021,900%
Annual Report Gross Expense Ratio0.380.021,900%
Fund Existence13 years10 years-
Gain YTD7.1156.426111%
Front LoadN/AN/A-
Min. Initial Investment50000001000000005%
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B1.82T0%
Annual Yield % from dividends1.381.22113%
Returns for 1 year-8.0413.90-58%
Returns for 3 years-14.1862.17-23%
Returns for 5 years-0.5295.69-1%
Returns for 10 years62.29189.2133%
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