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MEQFX vs VTSAX
MEQFX vs VTSAX Comparison
Open Charts MEQFX vs VTSAX
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 Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
MEQFX vs VTSAX Comparison Chart
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MEQFX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MEQFX (46.7M). VTSAX pays higher dividends than MEQFX: VTSAX (1.35) vs MEQFX (0.76). MEQFX was incepted earlier than VTSAX: MEQFX (33 years) vs VTSAX (24 years). MEQFX (0.86) is less costly to investors than VTSAX (0.04). MEQFX is a more actively managed with annual turnover of: 106.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MEQFX: VTSAX (3000) vs MEQFX (100000). MEQFX annual gain was more profitable for investors over the last year : 1.94 vs. VTSAX (-3.66). VTSAX return over 5 years is better than : 78.41 vs. MEQFX (64.47).
| MEQFX | VTSAX | MEQFX / VTSAX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,575% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | -5.853 | -14.481 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.76 | 1.35 | 56% |
| Returns for 1 year | 1.94 | -3.66 | -53% |
| Returns for 3 years | 24.52 | 10.59 | 231% |
| Returns for 5 years | 64.47 | 78.41 | 82% |
| Returns for 10 years | 34.96 | 135.97 | 26% |
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