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QRSVX vs VISVX
QRSVX vs VISVX Comparison
Open Charts QRSVX vs VISVX
FPA Queens Road Small Cap Value I
Price$41.76
Change-$0.28 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
QRSVX vs VISVX Comparison Chart
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QRSVX vs. VISVX commentary
Nov 18, 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 StrongSell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. QRSVX (824M). VISVX pays higher dividends than QRSVX: VISVX (1.90) vs QRSVX (1.14). QRSVX was incepted earlier than VISVX: QRSVX (22 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 : 28.71 vs. QRSVX (24.18). VISVX (57.32) and QRSVX (56.32) have equivalent 5 years return.
| QRSVX | VISVX | QRSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 13.048 | 15.433 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 824M | 57.6B | 1% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 24.18 | 28.71 | 84% |
| Returns for 3 years | 11.85 | 13.23 | 90% |
| Returns for 5 years | 56.32 | 57.32 | 98% |
| Returns for 10 years | 77.58 | 108.21 | 72% |