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QRSVX vs VSIAX
QRSVX vs VSIAX Comparison
Open Charts QRSVX vs VSIAX
FPA Queens Road Small Cap Value I
Price$40.02
Change+$0.26 (+0.65%)
VolumeN/A
Net Assets834.15M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
QRSVX vs VSIAX Comparison Chart
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QRSVX vs. VSIAX commentary
Jan 19, 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 QRSVX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. QRSVX (834M). VSIAX pays higher dividends than QRSVX: VSIAX (2.01) vs QRSVX (1.14). QRSVX was incepted earlier than VSIAX: QRSVX (23 years) vs VSIAX (13 years). VSIAX is a more actively managed with annual turnover of: 16.00 vs. QRSVX (13.00). QRSVX has a lower initial minimum investment than VSIAX: QRSVX (1500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. QRSVX (12.12). QRSVX (51.51) and VSIAX (50.37) have equivalent 5 years return.
| QRSVX | VSIAX | QRSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 2.589 | 3.217 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 58.3B | 1% |
| Annual Yield % from dividends | 1.14 | 2.01 | 57% |
| Returns for 1 year | 12.12 | 18.49 | 66% |
| Returns for 3 years | 12.74 | 17.05 | 75% |
| Returns for 5 years | 51.51 | 50.37 | 102% |
| Returns for 10 years | 74.71 | 109.60 | 68% |
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