Ad is loading...
Compare trend and price MEQFX vs VTSMX
MEQFX vs VTSMX Comparison
Open Charts MEQFX vs VTSMX
AMG River Road Large Cap Value Select I
Price$16.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$110.61
Change-$0.43 (-0.39%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
MEQFX vs VTSMX Comparison Chart
Loading...
MEQFX vs. VTSMX commentary
Dec 05, 2023
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: 1.27T vs. MEQFX (34.3M). MEQFX pays higher dividends than VTSMX: MEQFX (1.85) vs VTSMX (1.38). MEQFX was incepted earlier than VTSMX: MEQFX (31 years) vs VTSMX (32 years). MEQFX (0.76) is less costly to investors than VTSMX (0.14). MEQFX is a more actively managed with annual turnover of: 91.00 vs. VTSMX (3.00). 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 : 11.98 vs. MEQFX (11.28). VTSMX return over 5 years is better than : 65.62 vs. MEQFX (21.46).
| MEQFX | VTSMX | MEQFX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.76 | 0.14 | 543% |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 15.752 | 19.373 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | 50000 | N/A | - |
| Net Assets | 34.3M | 1.27T | 0% |
| Annual Yield % from dividends | 1.85 | 1.38 | 134% |
| Returns for 1 year | 11.28 | 11.98 | 94% |
| Returns for 3 years | 33.75 | 19.43 | 174% |
| Returns for 5 years | 21.46 | 65.62 | 33% |
| Returns for 10 years | 34.02 | 157.31 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers