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AUEIX vs VTSMX
AUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMX
AQR Large Cap Defensive Style I
Price$21.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
AUEIX vs VTSMX Comparison Chart in %
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AUEIX vs. VTSMX commentary
Aug 19, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AUEIX (2.07B). AUEIX pays higher dividends than VTSMX: AUEIX (1.39) vs VTSMX (1.09). 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 : 16.21 vs. AUEIX (-11.53). VTSMX return over 5 years is better than : 85.82 vs. AUEIX (-7.81).
| AUEIX | VTSMX | AUEIX / VTSMX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.38 | 0.14 | 271% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 6.966 | 9.266 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.91T | 0% |
| Annual Yield % from dividends | 1.39 | 1.09 | 128% |
| Returns for 1 year | -11.53 | 16.21 | -71% |
| Returns for 3 years | -21.32 | 46.80 | -46% |
| Returns for 5 years | -7.81 | 85.82 | -9% |
| Returns for 10 years | 55.74 | 202.54 | 28% |
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