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GQERX vs VTSMX
GQERX vs VTSMX Comparison
Open Charts GQERX vs VTSMX
GQG Partners US Select Quality Eq R6
Price$21.77
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets3.75B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
GQERX vs VTSMX Comparison Chart in %
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GQERX vs. VTSMX commentary
Sep 08, 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 GQERX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. GQERX (3.75B). VTSMX pays higher dividends than GQERX: VTSMX (1.07) vs GQERX (0.75). GQERX was incepted earlier than VTSMX: GQERX (7 years) vs VTSMX (33 years). GQERX (0.50) is less costly to investors than VTSMX (0.14). GQERX is a more actively managed with annual turnover of: 240.00 vs. VTSMX (2.00). GQERX has a lower initial minimum investment than VTSMX: GQERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. GQERX (-5.18). VTSMX return over 5 years is better than : 84.94 vs. GQERX (62.51).
| GQERX | VTSMX | GQERX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -3.416 | 10.330 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 1.95T | 0% |
| Annual Yield % from dividends | 0.75 | 1.07 | 70% |
| Returns for 1 year | -5.18 | 18.03 | -29% |
| Returns for 3 years | 39.82 | 63.63 | 63% |
| Returns for 5 years | 62.51 | 84.94 | 74% |
| Returns for 10 years | N/A | 224.15 | - |
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