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NAESX vs QSERX
NAESX vs QSERX Comparison
Open Charts NAESX vs QSERX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
AQR Small Cap Multi-Style R6
Price$19.98
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets139.85M
NAESX vs QSERX Comparison Chart in %
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NAESX vs. QSERX commentary
Dec 04, 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 Buy and QSERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. QSERX (140M). QSERX pays higher dividends than NAESX: QSERX (1.39) vs NAESX (1.21). 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 : -0.86 vs. QSERX (-3.78). QSERX (41.93) and NAESX (40.97) 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 | 7.092 | 16.823 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 140M | 115,714% |
| Annual Yield % from dividends | 1.21 | 1.39 | 87% |
| Returns for 1 year | -0.86 | -3.78 | 23% |
| Returns for 3 years | 32.07 | 27.96 | 115% |
| Returns for 5 years | 40.97 | 41.93 | 98% |
| Returns for 10 years | 131.34 | 65.65 | 200% |
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