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FQUAX vs VFIAX
FQUAX vs VFIAX Comparison
Open Charts FQUAX vs VFIAX
AMG River Road Large Cap Value Select N
Price$20.18
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets51.59M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
FQUAX vs VFIAX Comparison Chart
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FQUAX vs. VFIAX commentary
May 11, 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 FQUAX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. FQUAX (51.6M). VFIAX pays higher dividends than FQUAX: VFIAX (1.36) vs FQUAX (0.54). FQUAX was incepted earlier than VFIAX: FQUAX (19 years) vs VFIAX (25 years). FQUAX (1.15) is less costly to investors than VFIAX (0.04). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VFIAX (2.00). FQUAX has a lower initial minimum investment than VFIAX: FQUAX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. FQUAX (7.67). VFIAX return over 5 years is better than : 93.15 vs. FQUAX (76.77).
| FQUAX | VFIAX | FQUAX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.15 | 0.04 | 2,875% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 0.699 | -3.675 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 1.34T | 0% |
| Annual Yield % from dividends | 0.54 | 1.36 | 40% |
| Returns for 1 year | 7.67 | 8.59 | 89% |
| Returns for 3 years | 45.76 | 41.54 | 110% |
| Returns for 5 years | 76.77 | 93.15 | 82% |
| Returns for 10 years | 41.25 | 169.85 | 24% |
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