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QSERX vs VSCIX
QSERX vs VSCIX Comparison
Open Charts QSERX vs VSCIX
AQR Small Cap Multi-Style R6
Price$15.25
Change-$0.96 (-5.92%)
VolumeN/A
Net Assets106.15M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
QSERX vs VSCIX Comparison Chart
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QSERX vs. VSCIX commentary
Apr 05, 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: 153B vs. QSERX (106M). 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 : 1.20 vs. QSERX (-8.67). VSCIX return over 5 years is better than : 115.95 vs. QSERX (108.10).
| 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 | -4.982 | -5.824 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 153B | 0% |
| Annual Yield % from dividends | 1.72 | 1.53 | 112% |
| Returns for 1 year | -8.67 | 1.20 | -724% |
| Returns for 3 years | -1.71 | 6.53 | -26% |
| Returns for 5 years | 108.10 | 115.95 | 93% |
| Returns for 10 years | 30.03 | 91.16 | 33% |
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