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QRSVX vs VISVX
QRSVX vs VISVX Comparison
Open Charts QRSVX vs VISVX
FPA Queens Road Small Cap Value I
Price$39.66
Change-$0.36 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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QRSVX vs VISVX Comparison Chart
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QRSVX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. QRSVX (759M). VISVX pays higher dividends than QRSVX: VISVX (1.90) vs QRSVX (1.14). QRSVX was incepted earlier than VISVX: QRSVX (22 years) vs VISVX (26 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 : 25.80 vs. QRSVX (19.91). QRSVX return over 5 years is better than : 63.00 vs. VISVX (56.98).
| QRSVX | VISVX | QRSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 7.363 | 11.310 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 57.3B | 1% |
| Annual Yield % from dividends | 1.14 | 1.90 | 60% |
| Returns for 1 year | 19.91 | 25.80 | 77% |
| Returns for 3 years | 18.35 | 21.42 | 86% |
| Returns for 5 years | 63.00 | 56.98 | 111% |
| Returns for 10 years | 73.51 | 108.54 | 68% |
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