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QRSVX vs VSIAX
QRSVX vs VSIAX Comparison
Open Charts QRSVX vs VSIAX
FPA Queens Road Small Cap Value I
Price$40.96
Change-$1.24 (-2.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
QRSVX vs VSIAX Comparison Chart
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QRSVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. QRSVX (838M). 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 : 16.23 vs. QRSVX (14.00). QRSVX return over 5 years is better than : 59.07 vs. VSIAX (52.83).
| 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 | 14.239 | 15.031 | 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 | 2.01 | 57% |
| Returns for 1 year | 14.00 | 16.23 | 86% |
| Returns for 3 years | 18.29 | 20.67 | 89% |
| Returns for 5 years | 59.07 | 52.83 | 112% |
| Returns for 10 years | 81.88 | 105.65 | 78% |
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