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QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$22.91
Change-$0.22 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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VS
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QSMRX vs VSGIX Comparison Chart
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QSMRX vs. VSGIX commentary
Sep 21, 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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. QSMRX (139M). QSMRX pays higher dividends than VSGIX: QSMRX (0.80) vs VSGIX (0.67). QSMRX was incepted earlier than VSGIX: QSMRX (10 years) vs VSGIX (24 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 : 33.24 vs. VSGIX (25.15). VSGIX return over 5 years is better than : 43.36 vs. QSMRX (24.06).
| QSMRX | VSGIX | QSMRX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 18.705 | 10.308 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 35.3B | 0% |
| Annual Yield % from dividends | 0.80 | 0.67 | 120% |
| Returns for 1 year | 33.24 | 25.15 | 132% |
| Returns for 3 years | -8.64 | -6.70 | 129% |
| Returns for 5 years | 24.06 | 43.36 | 55% |
| Returns for 10 years | 14.24 | 126.99 | 11% |
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