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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$20.70
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets49.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$277.06
Change+$1.32 (+0.48%)
VolumeN/A
Net Assets1.82T
FQUAX vs VSMPX Comparison Chart in %
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FQUAX vs. VSMPX commentary
Jun 28, 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 Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. FQUAX (49.5M). VSMPX pays higher dividends than FQUAX: VSMPX (1.29) vs FQUAX (0.53). FQUAX was incepted earlier than VSMPX: FQUAX (19 years) vs VSMPX (10 years). FQUAX (1.15) 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). VSMPX annual gain was more profitable for investors over the last year : 12.22 vs. FQUAX (10.76). VSMPX return over 5 years is better than : 99.54 vs. FQUAX (92.04).
| FQUAX | VSMPX | FQUAX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 1.15 | 0.02 | 5,750% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 2.545 | 4.251 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 1.82T | 0% |
| Annual Yield % from dividends | 0.53 | 1.29 | 41% |
| Returns for 1 year | 10.76 | 12.22 | 88% |
| Returns for 3 years | 53.24 | 58.86 | 90% |
| Returns for 5 years | 92.04 | 99.54 | 92% |
| Returns for 10 years | 44.72 | 183.88 | 24% |
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