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MEQFX vs VSMPX
MEQFX vs VSMPX Comparison
Open Charts MEQFX vs VSMPX
AMG River Road Large Cap Value Select I
Price$19.93
Change+$1.23 (+6.58%)
VolumeN/A
Net Assets46.7M
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.66
Change+$21.22 (+9.54%)
VolumeN/A
Net Assets1.7T
MEQFX vs VSMPX Comparison Chart
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MEQFX vs. VSMPX commentary
Apr 10, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MEQFX (46.7M). VSMPX pays higher dividends than MEQFX: VSMPX (1.37) vs MEQFX (0.76). MEQFX was incepted earlier than VSMPX: MEQFX (33 years) vs VSMPX (10 years). MEQFX (0.86) is less costly to investors than VSMPX (0.02). MEQFX is a more actively managed with annual turnover of: 106.00 vs. VSMPX (2.00). MEQFX has a lower initial minimum investment than VSMPX: MEQFX (100000) vs VSMPX (100000000). MEQFX annual gain was more profitable for investors over the last year : 1.94 vs. VSMPX (-3.64). VSMPX return over 5 years is better than : 78.48 vs. MEQFX (64.47).
| MEQFX | VSMPX | MEQFX / VSMPX | |
| Total Expense Ratio | 0.63 | 0.02 | 3,150% |
| Annual Report Gross Expense Ratio | 0.86 | 0.02 | 4,300% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | -5.853 | -14.471 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.76 | 1.37 | 56% |
| Returns for 1 year | 1.94 | -3.64 | -53% |
| Returns for 3 years | 24.52 | 10.63 | 231% |
| Returns for 5 years | 64.47 | 78.48 | 82% |
| Returns for 10 years | 34.96 | N/A | - |
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