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AUEIX vs VTSMX
AUEIX vs VTSMX Comparison
Open Charts AUEIX vs VTSMX
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.
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).
| 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 | 7.312 | 8.287 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.91T | 0% |
| Annual Yield % from dividends | 1.38 | 1.12 | 124% |
| Returns for 1 year | -8.79 | 17.75 | -49% |
| Returns for 3 years | -14.83 | 60.60 | -24% |
| Returns for 5 years | -4.08 | 93.51 | -4% |
| Returns for 10 years | 59.09 | 200.97 | 29% |
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