Interact to see
Advertisement
Advertisement
MEQFX vs VTSMX
MEQFX vs VTSMX Comparison
Open Charts MEQFX vs VTSMX
AMG River Road Large Cap Value Select I
Price$21.30
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets50.45M
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
MEQFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MEQFX vs. VTSMX commentary
Sep 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MEQFX (50.5M). VTSMX pays higher dividends than MEQFX: VTSMX (1.07) vs MEQFX (0.74). MEQFX was incepted earlier than VTSMX: MEQFX (33 years) vs VTSMX (33 years). MEQFX (0.83) is less costly to investors than VTSMX (0.14). MEQFX is a more actively managed with annual turnover of: 106.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MEQFX: VTSMX (3000) vs MEQFX (100000). VTSMX annual gain was more profitable for investors over the last year : 17.42 vs. MEQFX (4.17). VTSMX (91.58) and MEQFX (87.36) have equivalent 5 years return.
| MEQFX | VTSMX | MEQFX / VTSMX | |
| Total Expense Ratio | 0.63 | 0.14 | 450% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 5.952 | 12.487 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.74 | 1.07 | 69% |
| Returns for 1 year | 4.17 | 17.42 | 24% |
| Returns for 3 years | 55.70 | 67.85 | 82% |
| Returns for 5 years | 87.36 | 91.58 | 95% |
| Returns for 10 years | 58.69 | 231.82 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers