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QSERX vs VSCPX
QSERX vs VSCPX Comparison
Open Charts QSERX vs VSCPX
AQR Small Cap Multi-Style R6
Price$19.94
Change-$0.31 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
QSERX vs VSCPX Comparison Chart
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QSERX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. QSERX (120M). VSCPX pays higher dividends than QSERX: VSCPX (1.44) vs QSERX (0.95). QSERX was incepted earlier than VSCPX: QSERX (10 years) vs VSCPX (14 years). QSERX is a more actively managed with annual turnover of: 63.00 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 : 30.29 vs. QSERX (24.97). QSERX return over 5 years is better than : 60.81 vs. VSCPX (55.66).
| QSERX | VSCPX | QSERX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 14.862 | 15.805 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 151B | 0% |
| Annual Yield % from dividends | 0.95 | 1.44 | 66% |
| Returns for 1 year | 24.97 | 30.29 | 82% |
| Returns for 3 years | -0.47 | 4.74 | -10% |
| Returns for 5 years | 60.81 | 55.66 | 109% |
| Returns for 10 years | 66.70 | 123.43 | 54% |
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