Ad is loading...
QCERX vs VSMPX
QCERX vs VSMPX Comparison
Open Charts QCERX vs VSMPX
AQR Large Cap Multi-Style R6
Price$18.12
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets1.11B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
QCERX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QCERX vs. VSMPX commentary
Apr 03, 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 QCERX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. QCERX (1.11B). VSMPX (1.37) and QCERX (1.33) have matching dividends . QCERX was incepted earlier than VSMPX: QCERX (11 years) vs VSMPX (10 years). QCERX (0.32) is less costly to investors than VSMPX (0.02). QCERX is a more actively managed with annual turnover of: 62.00 vs. VSMPX (2.00). QCERX has a lower initial minimum investment than VSMPX: QCERX (50000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.37 vs. QCERX (-4.11). VSMPX return over 5 years is better than : 124.51 vs. QCERX (50.09).
| QCERX | VSMPX | QCERX / VSMPX | |
| Total Expense Ratio | 0.31 | 0.02 | 1,550% |
| Annual Report Gross Expense Ratio | 0.32 | 0.02 | 1,600% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -2.842 | -4.751 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.81T | 0% |
| Annual Yield % from dividends | 1.33 | 1.37 | 97% |
| Returns for 1 year | -4.11 | 7.37 | -56% |
| Returns for 3 years | -4.03 | 21.06 | -19% |
| Returns for 5 years | 50.09 | 124.51 | 40% |
| Returns for 10 years | 45.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...