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QSERX vs VSMAX
QSERX vs VSMAX Comparison
Open Charts QSERX vs VSMAX
AQR Small Cap Multi-Style R6
Price$19.42
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets129.97M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
QSERX vs VSMAX Comparison Chart in %
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QSERX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. QSERX (130M). QSERX pays higher dividends than VSMAX: QSERX (1.45) vs VSMAX (1.31). 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 : 13.64 vs. QSERX (7.64). VSMAX (66.80) and QSERX (64.54) 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 | 13.599 | 6.527 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130M | 161B | 0% |
| Annual Yield % from dividends | 1.45 | 1.31 | 111% |
| Returns for 1 year | 7.64 | 13.64 | 56% |
| Returns for 3 years | 35.16 | 39.35 | 89% |
| Returns for 5 years | 64.54 | 66.80 | 97% |
| Returns for 10 years | 67.39 | 132.90 | 51% |
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