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QUERX vs VSMPX
QUERX vs VSMPX Comparison
Open Charts QUERX vs VSMPX
AQR Large Cap Defensive Style R6
Price$20.98
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets2.13B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
QUERX vs VSMPX Comparison Chart
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QUERX vs. VSMPX commentary
May 09, 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 QUERX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. QUERX (2.13B). QUERX pays higher dividends than VSMPX: QUERX (1.50) vs VSMPX (1.37). QUERX was incepted earlier than VSMPX: QUERX (11 years) vs VSMPX (10 years). QUERX (0.32) is less costly to investors than VSMPX (0.02). QUERX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). QUERX has a lower initial minimum investment than VSMPX: QUERX (50000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. QUERX (-9.38). VSMPX return over 5 years is better than : 88.00 vs. QUERX (2.96).
| QUERX | VSMPX | QUERX / VSMPX | |
| Total Expense Ratio | 0.31 | 0.02 | 1,550% |
| Annual Report Gross Expense Ratio | 0.32 | 0.02 | 1,600% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 3.913 | -4.649 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 1.72T | 0% |
| Annual Yield % from dividends | 1.50 | 1.37 | 109% |
| Returns for 1 year | -9.38 | 7.86 | -119% |
| Returns for 3 years | -19.01 | 39.43 | -48% |
| Returns for 5 years | 2.96 | 88.00 | 3% |
| Returns for 10 years | 58.77 | 155.00 | 38% |