Interact to see
Advertisement
Advertisement
AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| AUEIX | VSMPX | AUEIX / VSMPX | |
| Total Expense Ratio | 0.38 | 0.02 | 1,900% |
| Annual Report Gross Expense Ratio | 0.38 | 0.02 | 1,900% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.115 | 6.426 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 1.82T | 0% |
| Annual Yield % from dividends | 1.38 | 1.22 | 113% |
| Returns for 1 year | -8.04 | 13.90 | -58% |
| Returns for 3 years | -14.18 | 62.17 | -23% |
| Returns for 5 years | -0.52 | 95.69 | -1% |
| Returns for 10 years | 62.29 | 189.21 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HRCUX | 63.28 | 0.65 | +1.04% |
| Carillon ClariVest Capital Apprec R6 | |||
| MSHMX | 15.47 | 0.10 | +0.65% |
| Morgan Stanley Inst Permanence I | |||
| JMCCX | 59.62 | 0.38 | +0.64% |
| JPMorgan Mid Cap Equity C | |||
| PGIUX | 15.63 | 0.02 | +0.13% |
| Virtus Duff & Phelps Global Infras I | |||
| PCHSX | 30.70 | -0.09 | -0.29% |
| Putnam Global Health Care C | |||