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GQERX vs VTSMX
GQERX vs VTSMX Comparison
Open Charts GQERX vs VTSMX
GQG Partners US Select Quality Eq R6
Price$21.85
Change-$0.08 (-0.36%)
VolumeN/A
Net Assets4.33B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
GQERX vs VTSMX Comparison Chart
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GQERX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. GQERX (4.33B). VTSMX pays higher dividends than GQERX: VTSMX (1.18) 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: 148.00 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 : 10.06 vs. GQERX (-5.36). VTSMX (91.36) and GQERX (89.46) have equivalent 5 years return.
| 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 | -3.061 | 1.349 | -227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.18 | 64% |
| Returns for 1 year | -5.36 | 10.06 | -53% |
| Returns for 3 years | 35.20 | 57.59 | 61% |
| Returns for 5 years | 89.46 | 91.36 | 98% |
| Returns for 10 years | N/A | 178.92 | - |
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