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AUENX vs VTSMX
AUENX vs VTSMX Comparison
Open Charts AUENX vs VTSMX
AQR Large Cap Defensive Style N
Price$21.64
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
AUENX vs VTSMX Comparison Chart in %
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AUENX 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 AUENX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AUENX (2.1B). VTSMX (1.12) and AUENX (1.10) have matching dividends . AUENX was incepted earlier than VTSMX: AUENX (13 years) vs VTSMX (33 years). AUENX (0.66) is less costly to investors than VTSMX (0.14). AUENX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AUENX has a lower initial minimum investment than VTSMX: AUENX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. AUENX (-8.32). VTSMX return over 5 years is better than : 95.59 vs. AUENX (-1.66).
| AUENX | VTSMX | AUENX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 6.917 | 6.421 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 1.82T | 0% |
| Annual Yield % from dividends | 1.10 | 1.12 | 99% |
| Returns for 1 year | -8.32 | 13.89 | -60% |
| Returns for 3 years | -14.96 | 62.08 | -24% |
| Returns for 5 years | -1.66 | 95.59 | -2% |
| Returns for 10 years | 58.35 | 198.05 | 29% |
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