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QSMRX vs VSGAX
QSMRX vs VSGAX Comparison
Open Charts QSMRX vs VSGAX
AQR Small Cap Momentum Style R6
Price$19.53
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets138.27M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
QSMRX vs VSGAX Comparison Chart
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QSMRX vs. VSGAX commentary
Jan 19, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. QSMRX (138M). QSMRX pays higher dividends than VSGAX: QSMRX (0.80) vs VSGAX (0.66). QSMRX was incepted earlier than VSGAX: QSMRX (11 years) vs VSGAX (13 years). QSMRX is a more actively managed with annual turnover of: 54.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than QSMRX: VSGAX (3000) vs QSMRX (50000000). VSGAX annual gain was more profitable for investors over the last year : 25.00 vs. QSMRX (5.84). VSGAX return over 5 years is better than : 41.96 vs. QSMRX (0.83).
| QSMRX | VSGAX | QSMRX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 2.091 | 3.586 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 38.1B | 0% |
| Annual Yield % from dividends | 0.80 | 0.66 | 122% |
| Returns for 1 year | 5.84 | 25.00 | 23% |
| Returns for 3 years | 2.77 | 16.69 | 17% |
| Returns for 5 years | 0.83 | 41.96 | 2% |
| Returns for 10 years | 2.69 | 139.82 | 2% |