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QUERX vs VTSMX
QUERX vs VTSMX Comparison
Open Charts QUERX vs VTSMX
AQR Large Cap Defensive Style R6
Price$21.56
Change+$0.11 (+0.51%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
QUERX vs VTSMX Comparison Chart in %
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QUERX vs. VTSMX commentary
Aug 10, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. QUERX (2.07B). QUERX pays higher dividends than VTSMX: QUERX (1.47) vs VTSMX (1.09). QUERX was incepted earlier than VTSMX: QUERX (11 years) vs VTSMX (33 years). QUERX (0.32) is less costly to investors than VTSMX (0.14). QUERX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than QUERX: VTSMX (3000) vs QUERX (50000000). VTSMX annual gain was more profitable for investors over the last year : 19.68 vs. QUERX (-10.06). VTSMX return over 5 years is better than : 84.96 vs. QUERX (-7.53).
| QUERX | VTSMX | QUERX / VTSMX | |
| Total Expense Ratio | 0.31 | 0.14 | 221% |
| Annual Report Gross Expense Ratio | 0.32 | 0.14 | 229% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 6.786 | 8.067 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.91T | 0% |
| Annual Yield % from dividends | 1.47 | 1.09 | 135% |
| Returns for 1 year | -10.06 | 19.68 | -51% |
| Returns for 3 years | -18.27 | 51.93 | -35% |
| Returns for 5 years | -7.53 | 84.96 | -9% |
| Returns for 10 years | 57.88 | 201.27 | 29% |