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QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$18.73
Change-$0.75 (-3.85%)
VolumeN/A
Net Assets131.03M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
QSMRX vs VSGIX Comparison Chart
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QSMRX vs. VSGIX commentary
Feb 23, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. QSMRX (131M). QSMRX pays higher dividends than VSGIX: QSMRX (0.80) vs VSGIX (0.67). QSMRX was incepted earlier than VSGIX: QSMRX (11 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 : 12.96 vs. QSMRX (-5.58). VSGIX return over 5 years is better than : 35.64 vs. QSMRX (-3.54).
| QSMRX | VSGIX | QSMRX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | -2.091 | -0.330 | 634% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131M | 39.6B | 0% |
| Annual Yield % from dividends | 0.80 | 0.67 | 120% |
| Returns for 1 year | -5.58 | 12.96 | -43% |
| Returns for 3 years | 4.09 | 19.39 | 21% |
| Returns for 5 years | -3.54 | 35.64 | -10% |
| Returns for 10 years | -6.03 | 116.38 | -5% |
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