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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$18.27
Change+$0.20 (+1.11%)
VolumeN/A
Net Assets119.36M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
QSERX vs VSMAX Comparison Chart in %
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QSERX vs. VSMAX commentary
Jul 07, 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: 148B 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 : 12.25 vs. QSERX (4.98). QSERX (70.69) and VSMAX (69.54) 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 | 7.093 | 1.447 | 490% |
| 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 | 148B | 0% |
| Annual Yield % from dividends | 1.56 | 1.40 | 112% |
| Returns for 1 year | 4.98 | 12.25 | 41% |
| Returns for 3 years | 30.22 | 37.95 | 80% |
| Returns for 5 years | 70.69 | 69.54 | 102% |
| Returns for 10 years | 48.93 | 109.34 | 45% |
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