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QSERX vs VSCIX
QSERX vs VSCIX Comparison
Open Charts QSERX vs VSCIX
AQR Small Cap Multi-Style R6
Price$19.94
Change-$0.31 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
QSERX vs VSCIX Comparison Chart
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QSERX vs. VSCIX commentary
Nov 18, 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 QSERX is a StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. QSERX (120M). VSCIX pays higher dividends than QSERX: VSCIX (1.43) vs QSERX (0.95). QSERX was incepted earlier than VSCIX: QSERX (10 years) vs VSCIX (27 years). QSERX is a more actively managed with annual turnover of: 63.00 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 : 30.27 vs. QSERX (24.97). QSERX return over 5 years is better than : 60.81 vs. VSCIX (55.65).
| QSERX | VSCIX | QSERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 14.862 | 15.795 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 151B | 0% |
| Annual Yield % from dividends | 0.95 | 1.43 | 67% |
| Returns for 1 year | 24.97 | 30.27 | 82% |
| Returns for 3 years | -0.47 | 4.74 | -10% |
| Returns for 5 years | 60.81 | 55.65 | 109% |
| Returns for 10 years | 66.70 | 123.35 | 54% |
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