AUEIX
Price
$21.72
Change
+$0.05 (+0.23%)
Updated
Jul 25 closing price
Net Assets
2.09B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$21.72
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
AUEIX vs VTSMX Comparison Chart in %
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AUEIX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. AUEIX (2.09B). 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 : 17.75 vs. AUEIX (-8.79). VTSMX return over 5 years is better than : 93.51 vs. AUEIX (-4.08).
AUEIXVTSMXAUEIX / VTSMX
Total Expense Ratio0.380.14271%
Annual Report Gross Expense Ratio0.380.14271%
Fund Existence13 years33 years-
Gain YTD7.3128.28788%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets2.09B1.91T0%
Annual Yield % from dividends1.381.12124%
Returns for 1 year-8.7917.75-49%
Returns for 3 years-14.8360.60-24%
Returns for 5 years-4.0893.51-4%
Returns for 10 years59.09200.9729%
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