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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$19.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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QSERX vs VSMAX Comparison Chart
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QSERX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. QSERX (115M). VSMAX pays higher dividends than QSERX: VSMAX (1.42) vs QSERX (0.95). QSERX was incepted earlier than VSMAX: QSERX (10 years) vs VSMAX (24 years). QSERX is a more actively managed with annual turnover of: 63.00 vs. VSMAX (12.00). 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 : 20.75 vs. QSERX (18.27). QSERX return over 5 years is better than : 59.45 vs. VSMAX (51.83).
| QSERX | VSMAX | QSERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 9.447 | 9.731 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 149B | 0% |
| Annual Yield % from dividends | 0.95 | 1.42 | 67% |
| Returns for 1 year | 18.27 | 20.75 | 88% |
| Returns for 3 years | 4.90 | 5.70 | 86% |
| Returns for 5 years | 59.45 | 51.83 | 115% |
| Returns for 10 years | 61.32 | 114.09 | 54% |