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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$20.69
Change-$0.10 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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FQUAX vs VTSMX Comparison Chart
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FQUAX vs. VTSMX commentary
Sep 21, 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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FQUAX (46.1M). VTSMX pays higher dividends than FQUAX: VTSMX (1.26) vs FQUAX (0.59). FQUAX was incepted earlier than VTSMX: FQUAX (19 years) vs VTSMX (32 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 : 33.94 vs. VTSMX (31.53). VTSMX return over 5 years is better than : 85.64 vs. FQUAX (56.79).
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 23.522 | 18.617 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.59 | 1.26 | 46% |
| Returns for 1 year | 33.94 | 31.53 | 108% |
| Returns for 3 years | 40.82 | 25.35 | 161% |
| Returns for 5 years | 56.79 | 85.64 | 66% |
| Returns for 10 years | 49.39 | 187.59 | 26% |
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