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MEQFX vs VTSMX
MEQFX vs VTSMX Comparison
Open Charts MEQFX vs VTSMX
AMG River Road Large Cap Value Select I
Price$20.38
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets51.27M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MEQFX vs VTSMX Comparison Chart
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MEQFX vs. VTSMX commentary
May 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MEQFX (51.3M). VTSMX pays higher dividends than MEQFX: VTSMX (1.26) vs MEQFX (0.77). 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). MEQFX annual gain was more profitable for investors over the last year : 8.92 vs. VTSMX (7.85). VTSMX return over 5 years is better than : 87.92 vs. MEQFX (78.58).
| 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 | 0.546 | -4.660 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.77 | 1.26 | 61% |
| Returns for 1 year | 8.92 | 7.85 | 114% |
| Returns for 3 years | 46.60 | 39.37 | 118% |
| Returns for 5 years | 78.58 | 87.92 | 89% |
| Returns for 10 years | 44.29 | 162.78 | 27% |
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