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FQUAX vs VSMPX
FQUAX vs VSMPX Comparison
Open Charts FQUAX vs VSMPX
AMG River Road Large Cap Value Select N
Price$21.15
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets50.65M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
FQUAX vs VSMPX Comparison Chart in %
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FQUAX vs. VSMPX commentary
Sep 08, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. FQUAX (50.6M). VSMPX pays higher dividends than FQUAX: VSMPX (1.17) vs FQUAX (0.51). FQUAX was incepted earlier than VSMPX: FQUAX (20 years) vs VSMPX (10 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 : 18.05 vs. FQUAX (6.41). VSMPX (85.03) and FQUAX (84.47) have equivalent 5 years return.
| 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 | 10 years | - |
| Gain YTD | 5.539 | 10.358 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 1.95T | 0% |
| Annual Yield % from dividends | 0.51 | 1.17 | 44% |
| Returns for 1 year | 6.41 | 18.05 | 36% |
| Returns for 3 years | 53.42 | 63.71 | 84% |
| Returns for 5 years | 84.47 | 85.03 | 99% |
| Returns for 10 years | 53.34 | 214.57 | 25% |
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