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QUERX vs VSMPX
QUERX vs VSMPX Comparison
Open Charts QUERX vs VSMPX
AQR Large Cap Defensive Style R6
Price$21.07
Change+$0.19 (+0.91%)
VolumeN/A
Net Assets2.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$274.16
Change+$1.65 (+0.61%)
VolumeN/A
Net Assets1.78T
QUERX vs VSMPX Comparison Chart
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QUERX vs. VSMPX commentary
Jan 31, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. QUERX (2.2B). QUERX pays higher dividends than VSMPX: QUERX (1.90) vs VSMPX (1.36). QUERX was incepted earlier than VSMPX: QUERX (10 years) vs VSMPX (10 years). QUERX is a more actively managed with annual turnover of: 31.00 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 : 24.51 vs. QUERX (-4.91). VSMPX return over 5 years is better than : 83.13 vs. QUERX (-6.41).
| QUERX | VSMPX | QUERX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 4.359 | 2.997 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 1.78T | 0% |
| Annual Yield % from dividends | 1.90 | 1.36 | 139% |
| Returns for 1 year | -4.91 | 24.51 | -20% |
| Returns for 3 years | -25.46 | 31.89 | -80% |
| Returns for 5 years | -6.41 | 83.13 | -8% |
| Returns for 10 years | 65.08 | N/A | - |
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