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QSERX vs VSCIX
QSERX vs VSCIX Comparison
Open Charts QSERX vs VSCIX
AQR Small Cap Multi-Style R6
Price$15.63
Change+$0.28 (+1.82%)
VolumeN/A
Net Assets98.79M
Vanguard Small Cap Index I
Price$103.14
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
QSERX vs VSCIX Comparison Chart
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QSERX vs. VSCIX commentary
Apr 25, 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 QSERX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. QSERX (98.8M). QSERX pays higher dividends than VSCIX: QSERX (1.72) vs VSCIX (1.53). QSERX was incepted earlier than VSCIX: QSERX (11 years) vs VSCIX (28 years). QSERX (0.67) is less costly to investors than VSCIX (0.04). QSERX is a more actively managed with annual turnover of: 64.00 vs. VSCIX (12.00). VSCIX has a lower initial minimum investment than QSERX: VSCIX (5000000) vs QSERX (50000000). VSCIX annual gain was more profitable for investors over the last year : -2.34 vs. QSERX (-8.43). VSCIX (71.79) and QSERX (71.58) have equivalent 5 years return.
| QSERX | VSCIX | QSERX / VSCIX | |
| Total Expense Ratio | 0.51 | 0.04 | 1,275% |
| Annual Report Gross Expense Ratio | 0.67 | 0.04 | 1,675% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -8.382 | -12.240 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.8M | 143B | 0% |
| Annual Yield % from dividends | 1.72 | 1.53 | 112% |
| Returns for 1 year | -8.43 | -2.34 | 360% |
| Returns for 3 years | -0.88 | 4.74 | -18% |
| Returns for 5 years | 71.58 | 71.79 | 100% |
| Returns for 10 years | 26.48 | 79.11 | 33% |
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