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QRSVX vs VISVX
QRSVX vs VISVX Comparison
Open Charts QRSVX vs VISVX
FPA Queens Road Small Cap Value I
Price$40.96
Change-$1.24 (-2.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
QRSVX vs VISVX Comparison Chart
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QRSVX vs. VISVX commentary
Dec 19, 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 QRSVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. QRSVX (838M). VISVX pays higher dividends than QRSVX: VISVX (1.90) vs QRSVX (1.14). QRSVX was incepted earlier than VISVX: QRSVX (23 years) vs VISVX (27 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. QRSVX (13.00). QRSVX has a lower initial minimum investment than VISVX: QRSVX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. QRSVX (14.00). QRSVX return over 5 years is better than : 59.07 vs. VISVX (52.67).
| QRSVX | VISVX | QRSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 14.239 | 14.945 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 838M | 63B | 1% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 14.00 | 16.18 | 86% |
| Returns for 3 years | 18.29 | 20.58 | 89% |
| Returns for 5 years | 59.07 | 52.67 | 112% |
| Returns for 10 years | 81.88 | 105.07 | 78% |
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