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QSMLX vs VRTIX
QSMLX vs VRTIX Comparison
Open Charts QSMLX vs VRTIX
AQR Small Cap Multi-Style I
Price$19.83
Change-$0.25 (-1.25%)
VolumeN/A
Net Assets136.03M
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
QSMLX vs VRTIX Comparison Chart in %
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QSMLX vs. VRTIX commentary
Oct 08, 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 QSMLX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. QSMLX (136M). QSMLX pays higher dividends than VRTIX: QSMLX (1.36) vs VRTIX (1.20). QSMLX was incepted earlier than VRTIX: QSMLX (13 years) vs VRTIX (15 years). QSMLX (0.74) is less costly to investors than VRTIX (0.07). QSMLX is a more actively managed with annual turnover of: 64.00 vs. VRTIX (12.00). QSMLX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. QSMLX (8.21). QSMLX return over 5 years is better than : 59.13 vs. VRTIX (55.34).
| QSMLX | VRTIX | QSMLX / VRTIX | |
| Total Expense Ratio | 0.61 | 0.07 | 871% |
| Annual Report Gross Expense Ratio | 0.74 | 0.07 | 1,057% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 17.910 | 11.874 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 13.6B | 1% |
| Annual Yield % from dividends | 1.36 | 1.20 | 113% |
| Returns for 1 year | 8.21 | 13.81 | 59% |
| Returns for 3 years | 46.04 | 47.99 | 96% |
| Returns for 5 years | 59.13 | 55.34 | 107% |
| Returns for 10 years | 69.75 | 123.07 | 57% |
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