Interact to see
Advertisement
Advertisement
FQUAX vs VSMPX
FQUAX vs VSMPX Comparison
Open Charts FQUAX vs VSMPX
AMG River Road Large Cap Value Select N
Price$20.99
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets47.08M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
FQUAX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FQUAX vs. VSMPX commentary
Nov 14, 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 FQUAX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. FQUAX (47.1M). VSMPX pays higher dividends than FQUAX: VSMPX (1.12) vs FQUAX (0.53). FQUAX was incepted earlier than VSMPX: FQUAX (20 years) vs VSMPX (11 years). FQUAX (1.15) is less costly to investors than VSMPX (0.02). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VSMPX (2.00). FQUAX has a lower initial minimum investment than VSMPX: FQUAX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. FQUAX (-2.13). VSMPX return over 5 years is better than : 84.08 vs. FQUAX (71.40).
| FQUAX | VSMPX | FQUAX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 1.15 | 0.02 | 5,750% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 4.741 | 15.994 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.12 | 47% |
| Returns for 1 year | -2.13 | 13.44 | -16% |
| Returns for 3 years | 46.08 | 68.30 | 67% |
| Returns for 5 years | 71.40 | 84.08 | 85% |
| Returns for 10 years | 50.51 | 225.48 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement