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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$20.70
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets49.32M
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
MEQFX vs VTSMX Comparison Chart in %
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MEQFX vs. VTSMX commentary
Jun 28, 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: 1.82T vs. MEQFX (49.3M). VTSMX pays higher dividends than MEQFX: VTSMX (1.18) 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). VTSMX annual gain was more profitable for investors over the last year : 11.43 vs. MEQFX (10.82). VTSMX (97.67) and MEQFX (93.56) 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 | 2.183 | 3.321 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | 10.82 | 11.43 | 95% |
| Returns for 3 years | 50.70 | 54.19 | 94% |
| Returns for 5 years | 93.56 | 97.67 | 96% |
| Returns for 10 years | 48.72 | 190.87 | 26% |
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