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FQUAX vs VTSMX
FQUAX vs VTSMX Comparison
Open Charts FQUAX vs VTSMX
AMG River Road Large Cap Value Select N
Price$20.88
Change-$0.11 (-0.52%)
VolumeN/A
Net Assets47.12M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
FQUAX vs VTSMX Comparison Chart in %
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FQUAX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. FQUAX (47.1M). VTSMX pays higher dividends than FQUAX: VTSMX (1.02) vs FQUAX (0.53). FQUAX was incepted earlier than VTSMX: FQUAX (20 years) vs VTSMX (34 years). FQUAX (1.15) is less costly to investors than VTSMX (0.14). FQUAX is a more actively managed with annual turnover of: 106.00 vs. VTSMX (2.00). FQUAX has a lower initial minimum investment than VTSMX: FQUAX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. FQUAX (-2.13). VTSMX return over 5 years is better than : 83.98 vs. FQUAX (71.40).
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.15 | 0.14 | 821% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 4.741 | 15.972 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 2.05T | 0% |
| Annual Yield % from dividends | 0.53 | 1.02 | 52% |
| Returns for 1 year | -2.13 | 13.42 | -16% |
| Returns for 3 years | 46.08 | 68.22 | 68% |
| Returns for 5 years | 71.40 | 83.98 | 85% |
| Returns for 10 years | 50.51 | 235.40 | 21% |
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