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QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$19.16
Change-$1.03 (-5.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
QSMRX vs VSGIX Comparison Chart
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QSMRX vs. VSGIX commentary
Dec 19, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. QSMRX (125M). 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). VSGIX annual gain was more profitable for investors over the last year : 16.58 vs. QSMRX (0.16). VSGIX return over 5 years is better than : 42.32 vs. QSMRX (-2.03).
| 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 | -0.357 | 16.658 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 40.7B | 0% |
| Annual Yield % from dividends | 0.80 | 0.67 | 120% |
| Returns for 1 year | 0.16 | 16.58 | 1% |
| Returns for 3 years | -22.77 | 3.54 | -643% |
| Returns for 5 years | -2.03 | 42.32 | -5% |
| Returns for 10 years | -0.10 | 129.61 | -0% |
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