AUEIX
Price
$21.72
Change
+$0.05 (+0.23%)
Updated
Jul 25 closing price
Net Assets
2.09B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Jul 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. AUEIX (2.09B). 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 : 17.76 vs. AUEIX (-8.79). VSMPX return over 5 years is better than : 93.61 vs. AUEIX (-4.08).
AUEIXVSMPXAUEIX / VSMPX
Total Expense Ratio0.380.021,900%
Annual Report Gross Expense Ratio0.380.021,900%
Fund Existence13 years10 years-
Gain YTD7.3128.29888%
Front LoadN/AN/A-
Min. Initial Investment50000001000000005%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B1.91T0%
Annual Yield % from dividends1.381.22113%
Returns for 1 year-8.7917.76-49%
Returns for 3 years-14.8360.67-24%
Returns for 5 years-4.0893.61-4%
Returns for 10 years59.09192.0931%
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