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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.76
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
AUEIX vs VSMPX Comparison Chart in %
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AUEIX vs. VSMPX commentary
Dec 04, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AUEIX (1.72B). AUEIX pays higher dividends than VSMPX: AUEIX (1.36) vs VSMPX (1.12). AUEIX was incepted earlier than VSMPX: AUEIX (13 years) vs VSMPX (11 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 : 11.45 vs. AUEIX (-16.83). VSMPX return over 5 years is better than : 77.28 vs. AUEIX (-12.39).
| 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 | 11 years | - |
| Gain YTD | 7.658 | 15.521 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 2.05T | 0% |
| Annual Yield % from dividends | 1.36 | 1.12 | 122% |
| Returns for 1 year | -16.83 | 11.45 | -147% |
| Returns for 3 years | -20.45 | 64.49 | -32% |
| Returns for 5 years | -12.39 | 77.28 | -16% |
| Returns for 10 years | 56.64 | 213.44 | 27% |
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