Interact to see
Advertisement
Advertisement
QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$19.13
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets135M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
QSERX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QSERX vs. VSMAX commentary
Nov 20, 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: 162B vs. QSERX (135M). QSERX (1.40) and VSMAX (1.34) have matching dividends . 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 : -0.53 vs. QSERX (-2.89). QSERX (40.38) and VSMAX (39.21) have equivalent 5 years return.
| 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 | 12.134 | 2.248 | 540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 162B | 0% |
| Annual Yield % from dividends | 1.40 | 1.34 | 105% |
| Returns for 1 year | -2.89 | -0.53 | 546% |
| Returns for 3 years | 25.15 | 29.85 | 84% |
| Returns for 5 years | 40.38 | 39.21 | 103% |
| Returns for 10 years | 60.82 | 122.28 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BGPFX | 13.55 | N/A | N/A |
| Baillie Gifford Developed EAFE All Cap 3 | |||
| VCKSX | 9.71 | N/A | N/A |
| Virtus KAR Small-Mid Cap Growth C | |||
| TCVAX | 23.34 | N/A | N/A |
| Touchstone Mid Cap Value A | |||
| DURPX | 26.60 | -0.14 | -0.52% |
| DFA US Hi Relatv Profitability Instl | |||
| IRLSX | 83.32 | -1.16 | -1.37% |
| Voya Russell Large Cap Growth Idx Port S | |||