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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$20.69
Change-$0.10 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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FQUAX vs VSMPX Comparison Chart
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FQUAX vs. VSMPX commentary
Sep 21, 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 StrongSell and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. FQUAX (46.1M). VSMPX pays higher dividends than FQUAX: VSMPX (1.36) vs FQUAX (0.59). FQUAX was incepted earlier than VSMPX: FQUAX (19 years) vs VSMPX (9 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 : 33.94 vs. VSMPX (25.90). VSMPX return over 5 years is better than : 83.02 vs. FQUAX (56.79).
| FQUAX | VSMPX | FQUAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 23.522 | 16.929 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 33.94 | 25.90 | 131% |
| Returns for 3 years | 40.82 | 21.36 | 191% |
| Returns for 5 years | 56.79 | 83.02 | 68% |
| Returns for 10 years | 49.39 | N/A | - |
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