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Analysis and predictions MEQFX vs VSMPX
MEQFX vs VSMPX Comparison
Open Charts MEQFX vs VSMPX
AMG River Road Large Cap Value Select I
Price$16.46
Change+$0.12 (+0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$208.96
Change+$0.94 (+0.45%)
VolumeN/A
CapitalizationN/A
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MEQFX vs VSMPX Comparison Chart
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MEQFX vs. VSMPX commentary
Dec 09, 2023
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 331B vs. MEQFX (34.2M). MEQFX pays higher dividends than VSMPX: MEQFX (1.85) vs VSMPX (1.48). MEQFX was incepted earlier than VSMPX: MEQFX (31 years) vs VSMPX (9 years). MEQFX (0.76) is less costly to investors than VSMPX (0.02). MEQFX is a more actively managed with annual turnover of: 91.00 vs. VSMPX (3.00). MEQFX has a lower initial minimum investment than VSMPX: MEQFX (100000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 15.58 vs. MEQFX (14.47). VSMPX return over 5 years is better than : 70.17 vs. MEQFX (23.93).
| MEQFX | VSMPX | MEQFX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.76 | 0.02 | 3,800% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 15.752 | 19.756 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | 50000 | N/A | - |
| Net Assets | 34.2M | 331B | 0% |
| Annual Yield % from dividends | 1.85 | 1.48 | 125% |
| Returns for 1 year | 14.47 | 15.58 | 93% |
| Returns for 3 years | 35.19 | 19.41 | 181% |
| Returns for 5 years | 23.93 | 70.17 | 34% |
| Returns for 10 years | 34.45 | N/A | - |