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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
AQR Small Cap Multi-Style R6
Price$19.42
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets129.97M
NAESX vs QSERX Comparison Chart in %
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NAESX vs. QSERX commentary
Sep 09, 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 NAESX is a Hold and QSERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. QSERX (130M). QSERX pays higher dividends than NAESX: QSERX (1.45) vs NAESX (1.20). NAESX was incepted earlier than QSERX: NAESX (65 years) vs QSERX (11 years). QSERX (0.67) is less costly to investors than NAESX (0.17). QSERX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than QSERX: NAESX (3000) vs QSERX (50000000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. QSERX (7.64). NAESX return over 5 years is better than : 68.06 vs. QSERX (64.54).
| NAESX | QSERX | NAESX / QSERX | |
| Total Expense Ratio | 0.17 | 0.51 | 33% |
| Annual Report Gross Expense Ratio | 0.17 | 0.67 | 25% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 6.625 | 13.599 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 130M | 123,846% |
| Annual Yield % from dividends | 1.20 | 1.45 | 82% |
| Returns for 1 year | 15.53 | 7.64 | 203% |
| Returns for 3 years | 32.39 | 35.16 | 92% |
| Returns for 5 years | 68.06 | 64.54 | 105% |
| Returns for 10 years | 133.63 | 67.39 | 198% |
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