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FQUAX vs VSMPX
FQUAX vs VSMPX Comparison
Open Charts FQUAX vs VSMPX
AMG River Road Large Cap Value Select N
Price$19.33
Change-$0.47 (-2.37%)
VolumeN/A
Net Assets49.45M
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.02
Change-$8.64 (-3.55%)
VolumeN/A
Net Assets1.7T
FQUAX vs VSMPX Comparison Chart
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FQUAX vs. VSMPX commentary
Apr 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. FQUAX (49.5M). VSMPX pays higher dividends than FQUAX: VSMPX (1.37) vs FQUAX (0.53). FQUAX was incepted earlier than VSMPX: FQUAX (19 years) vs VSMPX (10 years). FQUAX (1.18) is less costly to investors than VSMPX (0.02). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VSMPX (2.00). FQUAX has a lower initial minimum investment than VSMPX: FQUAX (2000) vs VSMPX (100000000). FQUAX annual gain was more profitable for investors over the last year : 7.47 vs. VSMPX (4.74). VSMPX return over 5 years is better than : 92.24 vs. FQUAX (70.59).
| FQUAX | VSMPX | FQUAX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 1.18 | 0.02 | 5,900% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -1.198 | -7.877 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.37 | 39% |
| Returns for 1 year | 7.47 | 4.74 | 158% |
| Returns for 3 years | 30.96 | 21.00 | 147% |
| Returns for 5 years | 70.59 | 92.24 | 77% |
| Returns for 10 years | 38.51 | N/A | - |
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