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MEQFX vs VITSX
MEQFX vs VITSX Comparison
Open Charts MEQFX vs VITSX
AMG River Road Large Cap Value Select I
Price$20.85
Change+$0.53 (+2.61%)
VolumeN/A
Net Assets51.59M
Vanguard Total Stock Market Idx I
Price$139.82
Change+$4.48 (+3.31%)
VolumeN/A
Net Assets1.72T
MEQFX vs VITSX Comparison Chart
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MEQFX vs. VITSX commentary
May 13, 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 MEQFX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. MEQFX (51.6M). VITSX pays higher dividends than MEQFX: VITSX (1.37) vs MEQFX (0.77). MEQFX was incepted earlier than VITSX: MEQFX (33 years) vs VITSX (28 years). MEQFX (0.83) is less costly to investors than VITSX (0.03). MEQFX is a more actively managed with annual turnover of: 106.00 vs. VITSX (2.00). MEQFX has a lower initial minimum investment than VITSX: MEQFX (100000) vs VITSX (5000000). VITSX (7.83) and MEQFX (7.47) have marching annual gain over last year. VITSX return over 5 years is better than : 97.30 vs. MEQFX (87.30).
| MEQFX | VITSX | MEQFX / VITSX | |
| Total Expense Ratio | 0.63 | 0.03 | 2,100% |
| Annual Report Gross Expense Ratio | 0.83 | 0.03 | 2,767% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 0.794 | -4.018 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 1.72T | 0% |
| Annual Yield % from dividends | 0.77 | 1.37 | 56% |
| Returns for 1 year | 7.47 | 7.83 | 95% |
| Returns for 3 years | 44.09 | 38.75 | 114% |
| Returns for 5 years | 87.30 | 97.30 | 90% |
| Returns for 10 years | 43.43 | 162.80 | 27% |
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