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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$21.15
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
FQUAX vs VTSMX Comparison Chart in %
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FQUAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. FQUAX (50.8M). VTSMX pays higher dividends than FQUAX: VTSMX (1.12) vs FQUAX (0.52). FQUAX was incepted earlier than VTSMX: FQUAX (19 years) vs VTSMX (33 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). FQUAX (14.18) and VTSMX (13.89) have marching annual gain over last year. VTSMX (95.59) and FQUAX (92.27) have equivalent 5 years return.
| FQUAX | VTSMX | FQUAX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.15 | 0.14 | 821% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 5.539 | 6.421 | 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 | 1.12 | 47% |
| Returns for 1 year | 14.18 | 13.89 | 102% |
| Returns for 3 years | 56.68 | 62.08 | 91% |
| Returns for 5 years | 92.27 | 95.59 | 97% |
| Returns for 10 years | 48.18 | 198.05 | 24% |
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