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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AQR Small Cap Multi-Style R6
Price$19.94
Change-$0.31 (-1.53%)
VolumeN/A
CapitalizationN/A
NAESX vs QSERX Comparison Chart
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NAESX vs. QSERX commentary
Nov 18, 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 NAESX is a StrongBuy and QSERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. QSERX (120M). NAESX pays higher dividends than QSERX: NAESX (1.31) vs QSERX (0.95). NAESX was incepted earlier than QSERX: NAESX (64 years) vs QSERX (10 years). QSERX is a more actively managed with annual turnover of: 63.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than QSERX: NAESX (3000) vs QSERX (50000000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. QSERX (24.97). QSERX return over 5 years is better than : 60.81 vs. NAESX (55.43).
| NAESX | QSERX | NAESX / QSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 15.758 | 14.862 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 120M | 125,833% |
| Annual Yield % from dividends | 1.31 | 0.95 | 138% |
| Returns for 1 year | 30.24 | 24.97 | 121% |
| Returns for 3 years | 4.66 | -0.47 | -986% |
| Returns for 5 years | 55.43 | 60.81 | 91% |
| Returns for 10 years | 122.58 | 66.70 | 184% |
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