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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$19.33
Change-$0.47 (-2.37%)
VolumeN/A
Net Assets49.45M
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
FQUAX vs VTSMX Comparison Chart
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FQUAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. FQUAX (49.5M). VTSMX pays higher dividends than FQUAX: VTSMX (1.25) vs FQUAX (0.53). FQUAX was incepted earlier than VTSMX: FQUAX (19 years) vs VTSMX (33 years). FQUAX (1.18) 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). FQUAX annual gain was more profitable for investors over the last year : 7.47 vs. VTSMX (4.72). VTSMX return over 5 years is better than : 92.15 vs. FQUAX (70.59).
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.18 | 0.14 | 843% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -1.198 | -7.881 | 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 | 1.25 | 42% |
| Returns for 1 year | 7.47 | 4.72 | 158% |
| Returns for 3 years | 30.96 | 20.95 | 148% |
| Returns for 5 years | 70.59 | 92.15 | 77% |
| Returns for 10 years | 38.51 | 154.63 | 25% |
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