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AUEIX vs VTSMX
AUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMX
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.
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).
| 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 | 7.115 | 6.421 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 1.82T | 0% |
| Annual Yield % from dividends | 1.38 | 1.12 | 124% |
| Returns for 1 year | -8.04 | 13.89 | -58% |
| Returns for 3 years | -14.18 | 62.08 | -23% |
| Returns for 5 years | -0.52 | 95.59 | -1% |
| Returns for 10 years | 62.29 | 198.05 | 31% |
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