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NRGSX vs QSMRX
NRGSX vs QSMRX Comparison
Open Charts NRGSX vs QSMRX
AQR Small Cap Momentum Style R6
Price$22.71
Change+$0.17 (+0.75%)
VolumeN/A
Net Assets164.6M
NRGSX vs QSMRX Comparison Chart in %
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NRGSX vs. QSMRX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.57B vs. QSMRX (165M). NRGSX pays higher dividends than QSMRX: NRGSX (0.50) vs QSMRX (0.42). 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 : 20.97 vs. NRGSX (-11.32). QSMRX return over 5 years is better than : -9.94 vs. NRGSX (-22.37).
| 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 | 5.824 | 8.942 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 165M | 5,195% |
| Annual Yield % from dividends | 0.50 | 0.42 | 119% |
| Returns for 1 year | -11.32 | 20.97 | -54% |
| Returns for 3 years | -0.39 | 29.00 | -1% |
| Returns for 5 years | -22.37 | -9.94 | 225% |
| Returns for 10 years | 25.11 | 37.94 | 66% |
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