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Analysis and predictions MEQFX vs VTSAX
MEQFX vs VTSAX Comparison
Open Charts MEQFX vs VTSAX
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 Adm
Price$111.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MEQFX vs VTSAX Comparison Chart
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MEQFX vs. VTSAX commentary
Dec 11, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.39T vs. MEQFX (37M). MEQFX pays higher dividends than VTSAX: MEQFX (1.85) vs VTSAX (1.47). MEQFX was incepted earlier than VTSAX: MEQFX (31 years) vs VTSAX (23 years). MEQFX (0.76) is less costly to investors than VTSAX (0.04). MEQFX is a more actively managed with annual turnover of: 91.00 vs. VTSAX (3.00). VTSAX has a lower initial minimum investment than MEQFX: VTSAX (3000) vs MEQFX (100000). VTSAX annual gain was more profitable for investors over the last year : 15.58 vs. MEQFX (14.81). VTSAX return over 5 years is better than : 70.15 vs. MEQFX (24.31).
| MEQFX | VTSAX | MEQFX / VTSAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 16.104 | 19.742 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | 50000 | N/A | - |
| Net Assets | 37M | 1.39T | 0% |
| Annual Yield % from dividends | 1.85 | 1.47 | 126% |
| Returns for 1 year | 14.81 | 15.58 | 95% |
| Returns for 3 years | 35.60 | 19.40 | 183% |
| Returns for 5 years | 24.31 | 70.15 | 35% |
| Returns for 10 years | 34.86 | 159.38 | 22% |
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