Ad is loading...
QSMLX vs VSCPX
QSMLX vs VSCPX Comparison
Open Charts QSMLX vs VSCPX
AQR Small Cap Multi-Style I
Price$16.28
Change+$0.22 (+1.37%)
VolumeN/A
Net Assets103.44M
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
QSMLX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QSMLX vs. VSCPX commentary
May 09, 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. QSMLX (103M). QSMLX pays higher dividends than VSCPX: QSMLX (1.67) vs VSCPX (1.58). QSMLX was incepted earlier than VSCPX: QSMLX (12 years) vs VSCPX (14 years). QSMLX (0.74) is less costly to investors than VSCPX (0.03). QSMLX is a more actively managed with annual turnover of: 64.00 vs. VSCPX (13.00). QSMLX has a lower initial minimum investment than VSCPX: QSMLX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.07 vs. QSMLX (-6.93). VSCPX (65.30) and QSMLX (64.73) have equivalent 5 years return.
| QSMLX | VSCPX | QSMLX / VSCPX | |
| Total Expense Ratio | 0.61 | 0.03 | 2,033% |
| Annual Report Gross Expense Ratio | 0.74 | 0.03 | 2,467% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -4.404 | -8.394 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 140B | 0% |
| Annual Yield % from dividends | 1.67 | 1.58 | 106% |
| Returns for 1 year | -6.93 | -0.07 | 10,352% |
| Returns for 3 years | 10.83 | 20.38 | 53% |
| Returns for 5 years | 64.73 | 65.30 | 99% |
| Returns for 10 years | 32.60 | 88.40 | 37% |
View a ticker or compare two or three
VS
VS
Ad is loading...