Ad is loading...
FQUAX vs VTSMX
FQUAX vs VTSMX Comparison
Open Charts FQUAX vs VTSMX
AMG River Road Large Cap Value Select N
Price$20.18
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets51.59M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
FQUAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FQUAX vs. VTSMX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. FQUAX (51.6M). VTSMX pays higher dividends than FQUAX: VTSMX (1.26) vs FQUAX (0.54). 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 (7.95) and FQUAX (7.67) have marching annual gain over last year. VTSMX return over 5 years is better than : 89.18 vs. FQUAX (76.77).
| 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 | 0.699 | -4.022 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 43% |
| Returns for 1 year | 7.67 | 7.95 | 97% |
| Returns for 3 years | 45.76 | 40.07 | 114% |
| Returns for 5 years | 76.77 | 89.18 | 86% |
| Returns for 10 years | 41.25 | 165.24 | 25% |
View a ticker or compare two or three
VS
VS
Ad is loading...