AUEIX
Price
$21.68
Change
+$0.16 (+0.74%)
Updated
Jul 3 closing price
Net Assets
2.1B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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AUEIX vs VTSMX

Header iconAUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMXBanner 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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AUEIX vs VTSMX Comparison Chart in %
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AUEIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AUEIX (2.1B). AUEIX pays higher dividends than VTSMX: AUEIX (1.38) vs VTSMX (1.12). AUEIX was incepted earlier than VTSMX: AUEIX (13 years) vs VTSMX (33 years). AUEIX (0.38) is less costly to investors than VTSMX (0.14). AUEIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than AUEIX: VTSMX (3000) vs AUEIX (5000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. AUEIX (-8.04). VTSMX return over 5 years is better than : 95.59 vs. AUEIX (-0.52).
AUEIXVTSMXAUEIX / VTSMX
Total Expense Ratio0.380.14271%
Annual Report Gross Expense Ratio0.380.14271%
Fund Existence13 years33 years-
Gain YTD7.1156.421111%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B1.82T0%
Annual Yield % from dividends1.381.12124%
Returns for 1 year-8.0413.89-58%
Returns for 3 years-14.1862.08-23%
Returns for 5 years-0.5295.59-1%
Returns for 10 years62.29198.0531%
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