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FQUAX vs VTSAX
FQUAX vs VTSAX Comparison
Open Charts FQUAX vs VTSAX
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 Adm
Price$125.27
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FQUAX vs VTSAX Comparison Chart
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FQUAX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. FQUAX (49.5M). VTSAX pays higher dividends than FQUAX: VTSAX (1.35) vs FQUAX (0.53). FQUAX was incepted earlier than VTSAX: FQUAX (19 years) vs VTSAX (24 years). FQUAX (1.18) is less costly to investors than VTSAX (0.04). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VTSAX (2.00). FQUAX has a lower initial minimum investment than VTSAX: FQUAX (2000) vs VTSAX (3000). FQUAX annual gain was more profitable for investors over the last year : 7.47 vs. VTSAX (4.73). VTSAX return over 5 years is better than : 92.17 vs. FQUAX (70.59).
| FQUAX | VTSAX | FQUAX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -1.198 | -7.884 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | 7.47 | 4.73 | 158% |
| Returns for 3 years | 30.96 | 20.97 | 148% |
| Returns for 5 years | 70.59 | 92.17 | 77% |
| Returns for 10 years | 38.51 | 155.18 | 25% |
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