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QUERX vs VSMPX
QUERX vs VSMPX Comparison
Open Charts QUERX vs VSMPX
AQR Large Cap Defensive Style R6
Price$20.39
Change+$0.34 (+1.70%)
VolumeN/A
Net Assets2.05B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
QUERX vs VSMPX Comparison Chart
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QUERX vs. VSMPX commentary
Apr 12, 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: 1.7T vs. QUERX (2.05B). QUERX pays higher dividends than VSMPX: QUERX (1.48) 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 : 0.32 vs. QUERX (-12.51). VSMPX return over 5 years is better than : 85.42 vs. QUERX (1.40).
| 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 | -0.693 | -11.144 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 100000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 1.7T | 0% |
| Annual Yield % from dividends | 1.48 | 1.37 | 109% |
| Returns for 1 year | -12.51 | 0.32 | -3,947% |
| Returns for 3 years | -29.02 | 17.06 | -170% |
| Returns for 5 years | 1.40 | 85.42 | 2% |
| Returns for 10 years | 51.43 | N/A | - |
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