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QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$23.63
Change-$0.46 (-1.91%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
QSMRX vs VSGIX Comparison Chart
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QSMRX vs. VSGIX commentary
Nov 18, 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 QSMRX is a Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. QSMRX (143M). QSMRX pays higher dividends than VSGIX: QSMRX (0.80) vs VSGIX (0.67). QSMRX was incepted earlier than VSGIX: QSMRX (10 years) vs VSGIX (25 years). QSMRX is a more actively managed with annual turnover of: 54.00 vs. VSGIX (19.00). VSGIX has a lower initial minimum investment than QSMRX: VSGIX (5000000) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 36.56 vs. VSGIX (32.38). VSGIX return over 5 years is better than : 47.68 vs. QSMRX (25.84).
| QSMRX | VSGIX | QSMRX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 22.435 | 16.261 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 35.8B | 0% |
| Annual Yield % from dividends | 0.80 | 0.67 | 120% |
| Returns for 1 year | 36.56 | 32.38 | 113% |
| Returns for 3 years | -16.83 | -6.64 | 254% |
| Returns for 5 years | 25.84 | 47.68 | 54% |
| Returns for 10 years | 12.96 | 131.66 | 10% |