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FQUAX vs VTSMX
FQUAX vs VTSMX Comparison
Open Charts FQUAX vs VTSMX
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 I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
FQUAX vs VTSMX Comparison Chart in %
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FQUAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FQUAX (49.5M). VTSMX pays higher dividends than FQUAX: VTSMX (1.18) vs FQUAX (0.53). FQUAX was incepted earlier than VTSMX: FQUAX (19 years) vs VTSMX (33 years). FQUAX (1.15) is less costly to investors than VTSMX (0.14). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VTSMX (2.00). FQUAX has a lower initial minimum investment than VTSMX: FQUAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.21 vs. FQUAX (10.76). VTSMX return over 5 years is better than : 99.40 vs. FQUAX (92.04).
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.15 | 0.14 | 821% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 2.545 | 4.222 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 1.82T | 0% |
| Annual Yield % from dividends | 0.53 | 1.18 | 45% |
| Returns for 1 year | 10.76 | 12.21 | 88% |
| Returns for 3 years | 53.24 | 58.73 | 91% |
| Returns for 5 years | 92.04 | 99.40 | 93% |
| Returns for 10 years | 44.72 | 192.45 | 23% |