MEQFX
Price
$16.46
Change
+$0.12 (+0.73%)
Updated
Dec 8, 6:59 PM EST
VTSAX
Price
$111.39
Change
-$0.00 (-0.00%)
Updated
Dec 8, 6:59 PM EST
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Analysis and predictions MEQFX vs VTSAX

Header iconMEQFX vs VTSAX Comparison
Open Charts MEQFX vs VTSAXBanner chart's image
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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VS
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).
MEQFXVTSAXMEQFX / VTSAX
Total Expense Ratio0.640.041,600%
Annual Report Gross Expense Ratio0.760.041,900%
Fund Existence31 years23 years-
Gain YTD16.10419.74282%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRA50000N/A-
Net Assets37M1.39T0%
Annual Yield % from dividends1.851.47126%
Returns for 1 year14.8115.5895%
Returns for 3 years35.6019.40183%
Returns for 5 years24.3170.1535%
Returns for 10 years34.86159.3822%
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