AUEIX
Price
$21.68
Change
+$0.16 (+0.74%)
Updated
Jul 3 closing price
Net Assets
2.1B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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AUEIX vs VTSAX

Header iconAUEIX vs VTSAX Comparison
Open Charts AUEIX vs VTSAXBanner chart's image
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.

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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).
AUEIXVTSAXAUEIX / VTSAX
Total Expense Ratio0.380.04950%
Annual Report Gross Expense Ratio0.380.04950%
Fund Existence13 years25 years-
Gain YTD7.1156.416111%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B1.82T0%
Annual Yield % from dividends1.381.21114%
Returns for 1 year-8.0413.89-58%
Returns for 3 years-14.1862.12-23%
Returns for 5 years-0.5295.62-1%
Returns for 10 years62.29198.6931%
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