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QGIAX vs VTSMX
QGIAX vs VTSMX Comparison
Open Charts QGIAX vs VTSMX
Pear Tree Quality Institutional
Price$25.05
Change+$0.40 (+1.62%)
VolumeN/A
Net Assets305.04M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
QGIAX vs VTSMX Comparison Chart
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QGIAX vs. VTSMX commentary
Apr 25, 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 QGIAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. QGIAX (305M). VTSMX pays higher dividends than QGIAX: VTSMX (1.25) vs QGIAX (0.65). QGIAX was incepted earlier than VTSMX: QGIAX (34 years) vs VTSMX (33 years). QGIAX (1.27) is less costly to investors than VTSMX (0.14). QGIAX is a more actively managed with annual turnover of: 23.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than QGIAX: VTSMX (3000) vs QGIAX (1000000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. QGIAX (-2.07). VTSMX return over 5 years is better than : 86.77 vs. QGIAX (42.18).
| QGIAX | VTSMX | QGIAX / VTSMX | |
| Total Expense Ratio | 0.77 | 0.14 | 550% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | -4.679 | -9.023 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.7T | 0% |
| Annual Yield % from dividends | 0.65 | 1.25 | 52% |
| Returns for 1 year | -2.07 | 5.27 | -39% |
| Returns for 3 years | 10.86 | 22.56 | 48% |
| Returns for 5 years | 42.18 | 86.77 | 49% |
| Returns for 10 years | 40.89 | 150.14 | 27% |
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