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QUERX vs VTSMX
QUERX vs VTSMX Comparison
Open Charts QUERX vs VTSMX
AQR Large Cap Defensive Style R6
Price$21.26
Change-$0.15 (-0.70%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
QUERX vs VTSMX Comparison Chart
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QUERX vs. VTSMX 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 QUERX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. QUERX (2.08B). QUERX pays higher dividends than VTSMX: QUERX (1.47) vs VTSMX (1.18). QUERX was incepted earlier than VTSMX: QUERX (11 years) vs VTSMX (33 years). QUERX (0.32) is less costly to investors than VTSMX (0.14). QUERX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than QUERX: VTSMX (3000) vs QUERX (50000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. QUERX (-8.76). VTSMX return over 5 years is better than : 91.36 vs. QUERX (0.79).
| QUERX | VTSMX | QUERX / VTSMX | |
| Total Expense Ratio | 0.31 | 0.14 | 221% |
| Annual Report Gross Expense Ratio | 0.32 | 0.14 | 229% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 5.300 | 1.349 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 1.82T | 0% |
| Annual Yield % from dividends | 1.47 | 1.18 | 124% |
| Returns for 1 year | -8.76 | 10.06 | -87% |
| Returns for 3 years | -12.80 | 57.59 | -22% |
| Returns for 5 years | 0.79 | 91.36 | 1% |
| Returns for 10 years | 60.68 | 178.92 | 34% |
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