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QSMRX vs VISGX
QSMRX vs VISGX Comparison
Open Charts QSMRX vs VISGX
AQR Small Cap Momentum Style R6
Price$18.73
Change-$0.75 (-3.85%)
VolumeN/A
Net Assets131.03M
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
QSMRX vs VISGX Comparison Chart
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QSMRX vs. VISGX commentary
Feb 23, 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 QSMRX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.6B vs. QSMRX (131M). QSMRX pays higher dividends than VISGX: QSMRX (0.80) vs VISGX (0.55). QSMRX was incepted earlier than VISGX: QSMRX (11 years) vs VISGX (27 years). QSMRX is a more actively managed with annual turnover of: 54.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than QSMRX: VISGX (3000) vs QSMRX (50000000). VISGX annual gain was more profitable for investors over the last year : 12.89 vs. QSMRX (-5.58). VISGX return over 5 years is better than : 35.36 vs. QSMRX (-3.54).
| QSMRX | VISGX | QSMRX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | -2.091 | -0.343 | 610% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 39.6B | 0% |
| Annual Yield % from dividends | 0.80 | 0.55 | 146% |
| Returns for 1 year | -5.58 | 12.89 | -43% |
| Returns for 3 years | 4.09 | 19.23 | 21% |
| Returns for 5 years | -3.54 | 35.36 | -10% |
| Returns for 10 years | -6.03 | 115.44 | -5% |