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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$18.02
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets119.34M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
QSERX vs VSMAX Comparison Chart in %
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QSERX vs. VSMAX commentary
Jul 28, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. QSERX (119M). QSERX pays higher dividends than VSMAX: QSERX (1.56) vs VSMAX (1.40). 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 : 8.49 vs. QSERX (-5.64). VSMAX return over 5 years is better than : 66.87 vs. QSERX (62.07).
| 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 | 5.627 | 2.804 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 153B | 0% |
| Annual Yield % from dividends | 1.56 | 1.40 | 112% |
| Returns for 1 year | -5.64 | 8.49 | -66% |
| Returns for 3 years | 21.18 | 34.27 | 62% |
| Returns for 5 years | 62.07 | 66.87 | 93% |
| Returns for 10 years | 49.89 | 115.21 | 43% |
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