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GQIRX vs VTSMX
GQIRX vs VTSMX Comparison
Open Charts GQIRX vs VTSMX
Goldman Sachs US Tax-Managed Eq I
Price$46.21
Change-$0.16 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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GQIRX vs VTSMX Comparison Chart
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GQIRX vs. VTSMX commentary
Sep 21, 2024
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 GQIRX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. GQIRX (3.45B). VTSMX pays higher dividends than GQIRX: VTSMX (1.26) vs GQIRX (0.42). GQIRX was incepted earlier than VTSMX: GQIRX (14 years) vs VTSMX (32 years). GQIRX is a more actively managed with annual turnover of: 184.00 vs. VTSMX (2.00). GQIRX has a lower initial minimum investment than VTSMX: GQIRX (0) vs VTSMX (3000). GQIRX annual gain was more profitable for investors over the last year : 35.94 vs. VTSMX (31.53). GQIRX return over 5 years is better than : 95.64 vs. VTSMX (85.64).
| GQIRX | VTSMX | GQIRX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 22.155 | 18.617 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 1.72T | 0% |
| Annual Yield % from dividends | 0.42 | 1.26 | 33% |
| Returns for 1 year | 35.94 | 31.53 | 114% |
| Returns for 3 years | 31.09 | 25.35 | 123% |
| Returns for 5 years | 95.64 | 85.64 | 112% |
| Returns for 10 years | 188.77 | 187.59 | 101% |