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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.88
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets2.06B
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Sep 09, 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: 1.95T vs. AUEIX (2.06B). AUEIX pays higher dividends than VSMPX: AUEIX (1.37) vs VSMPX (1.17). 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 : 18.05 vs. AUEIX (-11.17). VSMPX return over 5 years is better than : 85.03 vs. AUEIX (-7.50).
| 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 | 8.103 | 10.358 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.95T | 0% |
| Annual Yield % from dividends | 1.37 | 1.17 | 117% |
| Returns for 1 year | -11.17 | 18.05 | -62% |
| Returns for 3 years | -17.62 | 63.71 | -28% |
| Returns for 5 years | -7.50 | 85.03 | -9% |
| Returns for 10 years | 67.35 | 214.57 | 31% |
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