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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$19.76
Change-$0.15 (-0.75%)
VolumeN/A
Net Assets136.34M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
QSERX vs VSMAX Comparison Chart in %
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QSERX vs. VSMAX commentary
Oct 19, 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 QSERX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. QSERX (136M). QSERX pays higher dividends than VSMAX: QSERX (1.41) vs VSMAX (1.34). QSERX was incepted earlier than VSMAX: QSERX (11 years) vs VSMAX (25 years). QSERX (0.67) is less costly to investors than VSMAX (0.05). QSERX is a more actively managed with annual turnover of: 64.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than QSERX: VSMAX (3000) vs QSERX (50000000). VSMAX annual gain was more profitable for investors over the last year : 4.95 vs. QSERX (2.36). QSERX (55.91) and VSMAX (55.46) have equivalent 5 years return.
| QSERX | VSMAX | QSERX / VSMAX | |
| Total Expense Ratio | 0.51 | 0.05 | 1,020% |
| Annual Report Gross Expense Ratio | 0.67 | 0.05 | 1,340% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 15.826 | 5.599 | 283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136M | 162B | 0% |
| Annual Yield % from dividends | 1.41 | 1.34 | 105% |
| Returns for 1 year | 2.36 | 4.95 | 48% |
| Returns for 3 years | 38.84 | 42.02 | 92% |
| Returns for 5 years | 55.91 | 55.46 | 101% |
| Returns for 10 years | 66.88 | 130.86 | 51% |
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