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AUENX vs VTSMX
AUENX vs VTSMX Comparison
Open Charts AUENX vs VTSMX
AQR Large Cap Defensive Style N
Price$21.28
Change-$0.15 (-0.70%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AUENX vs VTSMX Comparison Chart
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AUENX vs. VTSMX commentary
Jun 16, 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 (2.08B). VTSMX pays higher dividends than AUENX: VTSMX (1.18) vs AUENX (1.11). 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 : 10.06 vs. AUENX (-9.00). VTSMX return over 5 years is better than : 91.36 vs. AUENX (-0.53).
| 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 | 5.138 | 1.349 | 381% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 1.82T | 0% |
| Annual Yield % from dividends | 1.11 | 1.18 | 94% |
| Returns for 1 year | -9.00 | 10.06 | -90% |
| Returns for 3 years | -13.62 | 57.59 | -24% |
| Returns for 5 years | -0.53 | 91.36 | -1% |
| Returns for 10 years | 55.82 | 178.92 | 31% |
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