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QSERX vs VSCIX
QSERX vs VSCIX Comparison
Open Charts QSERX vs VSCIX
AQR Small Cap Multi-Style R6
Price$16.71
Change-$0.53 (-3.07%)
VolumeN/A
Net Assets109.75M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
QSERX vs VSCIX Comparison Chart
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QSERX vs. VSCIX commentary
Feb 23, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. QSERX (110M). VSCIX pays higher dividends than QSERX: VSCIX (1.43) vs QSERX (0.95). QSERX was incepted earlier than VSCIX: QSERX (11 years) vs VSCIX (28 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 : 14.26 vs. QSERX (-1.93). VSCIX return over 5 years is better than : 48.39 vs. QSERX (33.43).
| QSERX | VSCIX | QSERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -2.052 | 2.397 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 161B | 0% |
| Annual Yield % from dividends | 0.95 | 1.43 | 67% |
| Returns for 1 year | -1.93 | 14.26 | -14% |
| Returns for 3 years | 4.06 | 22.08 | 18% |
| Returns for 5 years | 33.43 | 48.39 | 69% |
| Returns for 10 years | 37.13 | 111.39 | 33% |
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