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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
AQR Small Cap Multi-Style R6
Price$16.71
Change-$0.53 (-3.07%)
VolumeN/A
Net Assets109.75M
NAESX vs QSERX Comparison Chart
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NAESX vs. QSERX commentary
Feb 23, 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 NAESX is a Hold and QSERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. QSERX (110M). NAESX pays higher dividends than QSERX: NAESX (1.31) vs QSERX (0.95). NAESX was incepted earlier than QSERX: NAESX (64 years) vs QSERX (11 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 : 14.23 vs. QSERX (-1.93). NAESX return over 5 years is better than : 48.20 vs. QSERX (33.43).
| NAESX | QSERX | NAESX / QSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 2.371 | -2.052 | -116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 110M | 146,364% |
| Annual Yield % from dividends | 1.31 | 0.95 | 138% |
| Returns for 1 year | 14.23 | -1.93 | -736% |
| Returns for 3 years | 21.97 | 4.06 | 541% |
| Returns for 5 years | 48.20 | 33.43 | 144% |
| Returns for 10 years | 110.71 | 37.13 | 298% |
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