Ad is loading...
Ad is loading...
FQUAX vs VTSMX
FQUAX vs VTSMX Comparison
Open Charts FQUAX vs VTSMX
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 I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
FQUAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FQUAX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. FQUAX (48.7M). VTSMX pays higher dividends than FQUAX: VTSMX (1.26) vs FQUAX (0.59). FQUAX was incepted earlier than VTSMX: FQUAX (19 years) vs VTSMX (33 years). FQUAX is a more actively managed with annual turnover of: 77.00 vs. VTSMX (2.00). FQUAX has a lower initial minimum investment than VTSMX: FQUAX (2000) vs VTSMX (3000). FQUAX annual gain was more profitable for investors over the last year : 35.37 vs. VTSMX (30.52). VTSMX return over 5 years is better than : 83.72 vs. FQUAX (55.98).
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 27.164 | 22.392 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.7M | 1.73T | 0% |
| Annual Yield % from dividends | 0.59 | 1.26 | 46% |
| Returns for 1 year | 35.37 | 30.52 | 116% |
| Returns for 3 years | 36.23 | 19.91 | 182% |
| Returns for 5 years | 55.98 | 83.72 | 67% |
| Returns for 10 years | 50.49 | 186.07 | 27% |