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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AQR Small Cap Multi-Style R6
Price$18.51
Change-$0.12 (-0.64%)
VolumeN/A
Net Assets123.9M
NAESX vs QSERX Comparison Chart in %
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NAESX vs. QSERX commentary
Aug 18, 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: 154B vs. QSERX (124M). QSERX pays higher dividends than NAESX: QSERX (1.57) vs NAESX (1.25). 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 : 9.15 vs. QSERX (1.86). NAESX return over 5 years is better than : 57.53 vs. QSERX (52.27).
| 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 | 2.494 | 8.499 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 124M | 124,194% |
| Annual Yield % from dividends | 1.25 | 1.57 | 80% |
| Returns for 1 year | 9.15 | 1.86 | 492% |
| Returns for 3 years | 20.39 | 14.86 | 137% |
| Returns for 5 years | 57.53 | 52.27 | 110% |
| Returns for 10 years | 112.59 | 53.16 | 212% |
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