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QUERX vs VSMPX
QUERX vs VSMPX Comparison
Open Charts QUERX vs VSMPX
AQR Large Cap Defensive Style R6
Price$25.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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QUERX vs VSMPX Comparison Chart
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QUERX vs. VSMPX commentary
Sep 21, 2024
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 (2.51B). QUERX pays higher dividends than VSMPX: QUERX (1.90) vs VSMPX (1.36). QUERX was incepted earlier than VSMPX: QUERX (10 years) vs VSMPX (9 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 : 25.90 vs. QUERX (-1.03). VSMPX return over 5 years is better than : 83.02 vs. QUERX (17.58).
| QUERX | VSMPX | QUERX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 15.595 | 16.929 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 1.72T | 0% |
| Annual Yield % from dividends | 1.90 | 1.36 | 139% |
| Returns for 1 year | -1.03 | 25.90 | -4% |
| Returns for 3 years | -13.38 | 21.36 | -63% |
| Returns for 5 years | 17.58 | 83.02 | 21% |
| Returns for 10 years | 103.11 | N/A | - |
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