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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$21.36
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets48.79M
Vanguard Total Stock Mkt Idx I
Price$162.41
Change+$1.29 (+0.80%)
VolumeN/A
Net Assets2.02T
MEQFX vs VTSMX Comparison Chart in %
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MEQFX vs. VTSMX commentary
Oct 27, 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: 2.02T vs. MEQFX (48.8M). VTSMX pays higher dividends than MEQFX: VTSMX (1.04) vs MEQFX (0.74). MEQFX was incepted earlier than VTSMX: MEQFX (33 years) vs VTSMX (34 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 : 16.88 vs. MEQFX (3.62). VTSMX return over 5 years is better than : 89.39 vs. MEQFX (81.60).
| 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 | 34 years | - |
| Gain YTD | 5.952 | 15.255 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.8M | 2.02T | 0% |
| Annual Yield % from dividends | 0.74 | 1.04 | 71% |
| Returns for 1 year | 3.62 | 16.88 | 21% |
| Returns for 3 years | 54.81 | 73.43 | 75% |
| Returns for 5 years | 81.60 | 89.39 | 91% |
| Returns for 10 years | 54.48 | 227.62 | 24% |
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