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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$21.30
Change-$0.18 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
FQUAX vs VSMPX Comparison Chart
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FQUAX vs. VSMPX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. FQUAX (48.7M). VSMPX pays higher dividends than FQUAX: VSMPX (1.36) vs FQUAX (0.59). FQUAX was incepted earlier than VSMPX: FQUAX (19 years) vs VSMPX (10 years). FQUAX is a more actively managed with annual turnover of: 77.00 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 : 35.37 vs. VSMPX (30.55). VSMPX return over 5 years is better than : 83.80 vs. FQUAX (55.98).
| FQUAX | VSMPX | FQUAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 27.164 | 22.437 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 1.73T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 35.37 | 30.55 | 116% |
| Returns for 3 years | 36.23 | 19.95 | 182% |
| Returns for 5 years | 55.98 | 83.80 | 67% |
| Returns for 10 years | 50.49 | N/A | - |
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