Interact to see
Advertisement
Advertisement
QSMRX vs VSGIX
QSMRX vs VSGIX Comparison
Open Charts QSMRX vs VSGIX
AQR Small Cap Momentum Style R6
Price$22.41
Change-$0.84 (-3.61%)
VolumeN/A
Net Assets174.63M
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
QSMRX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QSMRX vs. VSGIX commentary
Feb 04, 2026
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 QSMRX is a StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. QSMRX (175M). VSGIX pays higher dividends than QSMRX: VSGIX (0.53) vs QSMRX (0.39). QSMRX was incepted earlier than VSGIX: QSMRX (12 years) vs VSGIX (26 years). QSMRX (0.65) is less costly to investors than VSGIX (0.06). QSMRX is a more actively managed with annual turnover of: 92.00 vs. VSGIX (21.00). VSGIX has a lower initial minimum investment than QSMRX: VSGIX (5000000) vs QSMRX (50000000). QSMRX annual gain was more profitable for investors over the last year : 15.52 vs. VSGIX (8.94). VSGIX return over 5 years is better than : 9.46 vs. QSMRX (-16.01).
| QSMRX | VSGIX | QSMRX / VSGIX | |
| Total Expense Ratio | 0.53 | 0.06 | 883% |
| Annual Report Gross Expense Ratio | 0.65 | 0.06 | 1,083% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 8.313 | 4.189 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 5000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 39.3B | 0% |
| Annual Yield % from dividends | 0.39 | 0.53 | 74% |
| Returns for 1 year | 15.52 | 8.94 | 174% |
| Returns for 3 years | 24.74 | 37.30 | 66% |
| Returns for 5 years | -16.01 | 9.46 | -169% |
| Returns for 10 years | 43.45 | 205.81 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JDITX | 18.11 | 0.14 | +0.78% |
| JHancock Disciplined Value Intl R4 | |||
| LICFX | 19.46 | 0.14 | +0.72% |
| Lord Abbett International Equity F | |||
| FAPJX | 14.16 | N/A | N/A |
| Fidelity Advisor Healthy Future A | |||
| FVCSX | 35.35 | N/A | N/A |
| Fidelity Advisor Value Strategies C | |||
| OSTVX | 17.61 | -0.12 | -0.68% |
| Osterweis Growth & Income Fund | |||