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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AQR Small Cap Multi-Style R6
Price$18.27
Change+$0.20 (+1.11%)
VolumeN/A
Net Assets119.36M
NAESX vs QSERX Comparison Chart in %
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NAESX vs. QSERX commentary
Jul 07, 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 StrongBuy and QSERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. QSERX (119M). QSERX pays higher dividends than NAESX: QSERX (1.56) vs NAESX (1.28). 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 : 12.22 vs. QSERX (4.98). QSERX (70.69) and NAESX (69.32) have equivalent 5 years return.
| 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 | 1.432 | 7.093 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 119M | 124,370% |
| Annual Yield % from dividends | 1.28 | 1.56 | 82% |
| Returns for 1 year | 12.22 | 4.98 | 246% |
| Returns for 3 years | 37.83 | 30.22 | 125% |
| Returns for 5 years | 69.32 | 70.69 | 98% |
| Returns for 10 years | 108.83 | 48.93 | 222% |