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NAESX vs QSMLX
NAESX vs QSMLX Comparison
Open Charts NAESX vs QSMLX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
AQR Small Cap Multi-Style I
Price$17.10
Change+$0.06 (+0.35%)
VolumeN/A
CapitalizationN/A
NAESX vs QSMLX Comparison Chart
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NAESX vs. QSMLX commentary
Dec 23, 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 Buy and QSMLX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. QSMLX (110M). NAESX pays higher dividends than QSMLX: NAESX (1.31) vs QSMLX (0.89). NAESX was incepted earlier than QSMLX: NAESX (64 years) vs QSMLX (12 years). QSMLX is a more actively managed with annual turnover of: 63.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than QSMLX: NAESX (3000) vs QSMLX (5000000). NAESX annual gain was more profitable for investors over the last year : 14.50 vs. QSMLX (0.41). NAESX return over 5 years is better than : 47.90 vs. QSMLX (34.42).
| NAESX | QSMLX | NAESX / QSMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 14.022 | 0.067 | 21,025% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 110M | 151,818% |
| Annual Yield % from dividends | 1.31 | 0.89 | 147% |
| Returns for 1 year | 14.50 | 0.41 | 3,502% |
| Returns for 3 years | 10.57 | -6.70 | -158% |
| Returns for 5 years | 47.90 | 34.42 | 139% |
| Returns for 10 years | 115.27 | 42.35 | 272% |