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FQUAX vs VSTSX
FQUAX vs VSTSX Comparison
Open Charts FQUAX vs VSTSX
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 Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
FQUAX vs VSTSX Comparison Chart
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FQUAX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. FQUAX (49.5M). VSTSX pays higher dividends than FQUAX: VSTSX (1.37) vs FQUAX (0.53). FQUAX was incepted earlier than VSTSX: FQUAX (19 years) vs VSTSX (9 years). FQUAX (1.18) is less costly to investors than VSTSX (0.01). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VSTSX (2.00). FQUAX has a lower initial minimum investment than VSTSX: FQUAX (2000) vs VSTSX (5000000000). FQUAX annual gain was more profitable for investors over the last year : 7.47 vs. VSTSX (4.75). VSTSX return over 5 years is better than : 92.30 vs. FQUAX (70.59).
| FQUAX | VSTSX | FQUAX / VSTSX | |
| Total Expense Ratio | 0.95 | 0.01 | 9,500% |
| Annual Report Gross Expense Ratio | 1.18 | 0.01 | 11,800% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -1.198 | -7.875 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000000 | 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 | 4.75 | 157% |
| Returns for 3 years | 30.96 | 21.04 | 147% |
| Returns for 5 years | 70.59 | 92.30 | 76% |
| Returns for 10 years | 38.51 | N/A | - |