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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$21.30
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets50.78M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MEQFX vs VTSMX Comparison Chart in %
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MEQFX vs. VTSMX commentary
Jul 05, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MEQFX (50.8M). VTSMX pays higher dividends than MEQFX: VTSMX (1.12) vs MEQFX (0.75). 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 (14.52) and VTSMX (13.89) have marching annual gain over last year. VTSMX (95.59) and MEQFX (94.71) 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 | 5.655 | 6.421 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.12 | 68% |
| Returns for 1 year | 14.52 | 13.89 | 105% |
| Returns for 3 years | 57.63 | 62.08 | 93% |
| Returns for 5 years | 94.71 | 95.59 | 99% |
| Returns for 10 years | 52.20 | 198.05 | 26% |
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