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AUEIX vs VSMPX
AUEIX vs VSMPX Comparison
Open Charts AUEIX vs VSMPX
AQR Large Cap Defensive Style I
Price$21.31
Change-$0.15 (-0.70%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
AUEIX vs VSMPX Comparison Chart
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AUEIX vs. VSMPX commentary
Jun 16, 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 (2.08B). AUEIX pays higher dividends than VSMPX: AUEIX (1.39) vs VSMPX (1.29). 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 : 10.08 vs. AUEIX (-8.77). VSMPX return over 5 years is better than : 91.46 vs. AUEIX (0.62).
| 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 | 5.287 | 1.374 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 1.82T | 0% |
| Annual Yield % from dividends | 1.39 | 1.29 | 108% |
| Returns for 1 year | -8.77 | 10.08 | -87% |
| Returns for 3 years | -12.88 | 57.66 | -22% |
| Returns for 5 years | 0.62 | 91.46 | 1% |
| Returns for 10 years | 59.62 | 170.67 | 35% |
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