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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$19.93
Change+$1.23 (+6.58%)
VolumeN/A
Net Assets46.7M
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
MEQFX vs VTSMX Comparison Chart
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MEQFX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. MEQFX (46.7M). VTSMX pays higher dividends than MEQFX: VTSMX (1.25) vs MEQFX (0.76). MEQFX was incepted earlier than VTSMX: MEQFX (33 years) vs VTSMX (33 years). MEQFX (0.86) 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 : 1.94 vs. VTSMX (-3.66). VTSMX return over 5 years is better than : 78.40 vs. MEQFX (64.47).
| MEQFX | VTSMX | MEQFX / VTSMX | |
| Total Expense Ratio | 0.63 | 0.14 | 450% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | -5.853 | -14.472 | 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 | 1.25 | 61% |
| Returns for 1 year | 1.94 | -3.66 | -53% |
| Returns for 3 years | 24.52 | 10.58 | 232% |
| Returns for 5 years | 64.47 | 78.40 | 82% |
| Returns for 10 years | 34.96 | 135.47 | 26% |
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