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AUEIX vs VTSAX
AUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAX
AQR Large Cap Defensive Style I
Price$21.80
Change+$0.18 (+0.83%)
VolumeN/A
Net Assets1.69B
Vanguard Total Stock Mkt Idx Adm
Price$165.40
Change+$0.50 (+0.30%)
VolumeN/A
Net Assets2.06T
AUEIX vs VTSAX Comparison Chart in %
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AUEIX vs. VTSAX commentary
Dec 13, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. AUEIX (1.69B). AUEIX pays higher dividends than VTSAX: AUEIX (1.36) vs VTSAX (1.11). 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 : 12.69 vs. AUEIX (-15.13). VTSAX return over 5 years is better than : 79.34 vs. AUEIX (-12.22).
| 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 | 7.708 | 17.358 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 2.06T | 0% |
| Annual Yield % from dividends | 1.36 | 1.11 | 123% |
| Returns for 1 year | -15.13 | 12.69 | -119% |
| Returns for 3 years | -19.34 | 70.82 | -27% |
| Returns for 5 years | -12.22 | 79.34 | -15% |
| Returns for 10 years | 60.83 | 241.23 | 25% |
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