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QSERX vs VRTIX
QSERX vs VRTIX Comparison
Open Charts QSERX vs VRTIX
QSERX vs VRTIX Comparison Chart in %
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QSERX vs. VRTIX commentary
Jun 03, 2026
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 QSERX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 16.6B vs. QSERX (367M). VRTIX pays higher dividends than QSERX: VRTIX (1.07) vs QSERX (0.30). QSERX was incepted earlier than VRTIX: QSERX (12 years) vs VRTIX (15 years). QSERX (0.85) is less costly to investors than VRTIX (0.05). QSERX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). VRTIX has a lower initial minimum investment than QSERX: VRTIX (5000000) vs QSERX (50000000). VRTIX annual gain was more profitable for investors over the last year : 40.83 vs. QSERX (31.60). VRTIX return over 5 years is better than : 29.82 vs. QSERX (22.60).
| QSERX | VRTIX | QSERX / VRTIX | |
| Total Expense Ratio | 0.80 | 0.05 | 1,600% |
| Annual Report Gross Expense Ratio | 0.85 | 0.05 | 1,700% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 20.923 | 17.423 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 16.6B | 2% |
| Annual Yield % from dividends | 0.30 | 1.07 | 28% |
| Returns for 1 year | 31.60 | 40.83 | 77% |
| Returns for 3 years | 45.11 | 60.65 | 74% |
| Returns for 5 years | 22.60 | 29.82 | 76% |
| Returns for 10 years | 86.78 | 160.34 | 54% |
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