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FQUAX vs VTSAX
FQUAX vs VTSAX Comparison
Open Charts FQUAX vs VTSAX
AMG River Road Large Cap Value Select N
Price$21.15
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets50.78M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
FQUAX vs VTSAX Comparison Chart in %
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FQUAX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. FQUAX (50.8M). VTSAX pays higher dividends than FQUAX: VTSAX (1.21) vs FQUAX (0.52). FQUAX was incepted earlier than VTSAX: FQUAX (19 years) vs VTSAX (25 years). FQUAX (1.15) is less costly to investors than VTSAX (0.04). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VTSAX (2.00). FQUAX has a lower initial minimum investment than VTSAX: FQUAX (2000) vs VTSAX (3000). FQUAX (14.18) and VTSAX (13.89) have marching annual gain over last year. VTSAX (95.62) and FQUAX (92.27) have equivalent 5 years return.
| FQUAX | VTSAX | FQUAX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.15 | 0.04 | 2,875% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 5.539 | 6.416 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.52 | 1.21 | 43% |
| Returns for 1 year | 14.18 | 13.89 | 102% |
| Returns for 3 years | 56.68 | 62.12 | 91% |
| Returns for 5 years | 92.27 | 95.62 | 96% |
| Returns for 10 years | 48.18 | 198.69 | 24% |
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