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QUERX vs VTSMX
QUERX vs VTSMX Comparison
Open Charts QUERX vs VTSMX
AQR Large Cap Defensive Style R6
Price$21.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.07B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
QUERX vs VTSMX Comparison Chart in %
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QUERX vs. VTSMX commentary
Aug 17, 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: 1.91T vs. QUERX (2.07B). QUERX pays higher dividends than VTSMX: QUERX (1.47) vs VTSMX (1.09). 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 : 16.21 vs. QUERX (-11.53). VTSMX return over 5 years is better than : 85.82 vs. QUERX (-7.65).
| 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 | 6.984 | 9.266 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 3000 | 1,666,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 1.91T | 0% |
| Annual Yield % from dividends | 1.47 | 1.09 | 135% |
| Returns for 1 year | -11.53 | 16.21 | -71% |
| Returns for 3 years | -21.25 | 46.80 | -45% |
| Returns for 5 years | -7.65 | 85.82 | -9% |
| Returns for 10 years | 56.66 | 202.54 | 28% |
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