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QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$20.13
Change+$0.27 (+1.36%)
VolumeN/A
Net Assets134.69M
Vanguard Small Cap Growth Index I
Price$78.86
Change+$0.63 (+0.81%)
VolumeN/A
Net Assets36.92B
QSMRX vs VSGIX Comparison Chart in %
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QSMRX vs. VSGIX commentary
Jul 17, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. QSMRX (135M). VSGIX pays higher dividends than QSMRX: VSGIX (0.55) vs QSMRX (0.38). QSMRX was incepted earlier than VSGIX: QSMRX (11 years) vs VSGIX (25 years). QSMRX (0.65) is less costly to investors than VSGIX (0.06). QSMRX is a more actively managed with annual turnover of: 60.00 vs. VSGIX (21.00). 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 : 3.92 vs. QSMRX (-12.72). VSGIX return over 5 years is better than : 35.54 vs. QSMRX (10.87).
| QSMRX | VSGIX | QSMRX / VSGIX | |
| Total Expense Ratio | 0.53 | 0.06 | 883% |
| Annual Report Gross Expense Ratio | 0.65 | 0.06 | 1,083% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 5.227 | -0.701 | -746% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 36.9B | 0% |
| Annual Yield % from dividends | 0.38 | 0.55 | 69% |
| Returns for 1 year | -12.72 | 3.92 | -325% |
| Returns for 3 years | 27.66 | 37.73 | 73% |
| Returns for 5 years | 10.87 | 35.54 | 31% |
| Returns for 10 years | -3.38 | 110.20 | -3% |
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