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QUERX vs VSMPX
QUERX vs VSMPX Comparison
Open Charts QUERX vs VSMPX
AQR Large Cap Defensive Style R6
Price$21.43
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets2.09B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
QUERX vs VSMPX Comparison Chart
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QUERX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. QUERX (2.09B). QUERX pays higher dividends than VSMPX: QUERX (1.47) vs VSMPX (1.29). 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 : 10.97 vs. QUERX (-9.06). VSMPX return over 5 years is better than : 81.02 vs. QUERX (-4.12).
| 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 | 5.399 | 0.837 | 645% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 1.82T | 0% |
| Annual Yield % from dividends | 1.47 | 1.29 | 114% |
| Returns for 1 year | -9.06 | 10.97 | -83% |
| Returns for 3 years | -20.43 | 40.40 | -51% |
| Returns for 5 years | -4.12 | 81.02 | -5% |
| Returns for 10 years | 62.45 | 171.64 | 36% |
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