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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$17.97
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets120.36M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
QSERX vs VSMAX Comparison Chart in %
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QSERX vs. VSMAX commentary
Aug 10, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. QSERX (120M). QSERX pays higher dividends than VSMAX: QSERX (1.57) vs VSMAX (1.37). QSERX was incepted earlier than VSMAX: QSERX (11 years) vs VSMAX (25 years). QSERX (0.67) is less costly to investors than VSMAX (0.05). QSERX is a more actively managed with annual turnover of: 64.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than QSERX: VSMAX (3000) vs QSERX (50000000). VSMAX annual gain was more profitable for investors over the last year : 9.49 vs. QSERX (1.87). VSMAX return over 5 years is better than : 54.40 vs. QSERX (49.69).
| QSERX | VSMAX | QSERX / VSMAX | |
| Total Expense Ratio | 0.51 | 0.05 | 1,020% |
| Annual Report Gross Expense Ratio | 0.67 | 0.05 | 1,340% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 5.334 | 0.090 | 5,905% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 154B | 0% |
| Annual Yield % from dividends | 1.57 | 1.37 | 114% |
| Returns for 1 year | 1.87 | 9.49 | 20% |
| Returns for 3 years | 17.79 | 24.07 | 74% |
| Returns for 5 years | 49.69 | 54.40 | 91% |
| Returns for 10 years | 49.02 | 109.39 | 45% |
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