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NRGSX vs QSMRX
NRGSX vs QSMRX Comparison
Open Charts NRGSX vs QSMRX
AQR Small Cap Momentum Style R6
Price$22.41
Change-$0.84 (-3.61%)
VolumeN/A
Net Assets174.63M
NRGSX vs QSMRX Comparison Chart in %
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NRGSX vs. QSMRX commentary
Feb 04, 2026
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 NRGSX is a Hold and QSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. QSMRX (175M). NRGSX pays higher dividends than QSMRX: NRGSX (0.48) vs QSMRX (0.39). NRGSX was incepted earlier than QSMRX: NRGSX (13 years) vs QSMRX (12 years). NRGSX (0.74) is less costly to investors than QSMRX (0.65). QSMRX is a more actively managed with annual turnover of: 92.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than QSMRX: NRGSX (0) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 15.52 vs. NRGSX (-12.75). QSMRX return over 5 years is better than : -16.01 vs. NRGSX (-23.10).
| NRGSX | QSMRX | NRGSX / QSMRX | |
| Total Expense Ratio | 0.74 | 0.53 | 140% |
| Annual Report Gross Expense Ratio | 0.74 | 0.65 | 114% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 5.452 | 8.313 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 175M | 4,854% |
| Annual Yield % from dividends | 0.48 | 0.39 | 120% |
| Returns for 1 year | -12.75 | 15.52 | -82% |
| Returns for 3 years | -6.33 | 24.74 | -26% |
| Returns for 5 years | -23.10 | -16.01 | 144% |
| Returns for 10 years | 24.83 | 43.45 | 57% |
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