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AUEIX vs VTSAX
AUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAX
AQR Large Cap Defensive Style I
Price$21.68
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets2.1B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AUEIX vs VTSAX Comparison Chart in %
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AUEIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. AUEIX (2.1B). AUEIX pays higher dividends than VTSAX: AUEIX (1.38) vs VTSAX (1.21). AUEIX was incepted earlier than VTSAX: AUEIX (13 years) vs VTSAX (25 years). AUEIX (0.38) is less costly to investors than VTSAX (0.04). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than AUEIX: VTSAX (3000) vs AUEIX (5000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. AUEIX (-8.04). VTSAX return over 5 years is better than : 95.62 vs. AUEIX (-0.52).
| AUEIX | VTSAX | AUEIX / VTSAX | |
| Total Expense Ratio | 0.38 | 0.04 | 950% |
| Annual Report Gross Expense Ratio | 0.38 | 0.04 | 950% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 7.115 | 6.416 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 1.82T | 0% |
| Annual Yield % from dividends | 1.38 | 1.21 | 114% |
| Returns for 1 year | -8.04 | 13.89 | -58% |
| Returns for 3 years | -14.18 | 62.12 | -23% |
| Returns for 5 years | -0.52 | 95.62 | -1% |
| Returns for 10 years | 62.29 | 198.69 | 31% |
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