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QSERX vs VSCPX
QSERX vs VSCPX Comparison
Open Charts QSERX vs VSCPX
AQR Small Cap Multi-Style R6
Price$15.25
Change-$0.96 (-5.92%)
VolumeN/A
Net Assets106.15M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
QSERX vs VSCPX Comparison Chart
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QSERX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. QSERX (106M). QSERX pays higher dividends than VSCPX: QSERX (1.72) vs VSCPX (1.54). QSERX was incepted earlier than VSCPX: QSERX (11 years) vs VSCPX (14 years). QSERX (0.67) is less costly to investors than VSCPX (0.03). QSERX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (12.00). QSERX has a lower initial minimum investment than VSCPX: QSERX (50000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 1.20 vs. QSERX (-8.67). VSCPX return over 5 years is better than : 116.00 vs. QSERX (108.10).
| QSERX | VSCPX | QSERX / VSCPX | |
| Total Expense Ratio | 0.51 | 0.03 | 1,700% |
| Annual Report Gross Expense Ratio | 0.67 | 0.03 | 2,233% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -4.982 | -5.825 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 153B | 0% |
| Annual Yield % from dividends | 1.72 | 1.54 | 111% |
| Returns for 1 year | -8.67 | 1.20 | -720% |
| Returns for 3 years | -1.71 | 6.53 | -26% |
| Returns for 5 years | 108.10 | 116.00 | 93% |
| Returns for 10 years | 30.03 | 91.20 | 33% |