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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$16.90
Change-$0.35 (-2.03%)
VolumeN/A
Net Assets108.98M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
QSERX vs VSMAX Comparison Chart
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QSERX vs. VSMAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. QSERX (109M). QSERX pays higher dividends than VSMAX: QSERX (1.64) vs VSMAX (1.48). 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 : 5.22 vs. QSERX (-2.95). VSMAX (63.38) and QSERX (63.36) 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 | -0.938 | -4.364 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 148B | 0% |
| Annual Yield % from dividends | 1.64 | 1.48 | 111% |
| Returns for 1 year | -2.95 | 5.22 | -56% |
| Returns for 3 years | 18.50 | 31.37 | 59% |
| Returns for 5 years | 63.36 | 63.38 | 100% |
| Returns for 10 years | 35.66 | 93.38 | 38% |
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