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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$21.48
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets51.04M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
FQUAX vs VTSMX Comparison Chart in %
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FQUAX vs. VTSMX commentary
Jul 27, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. FQUAX (51M). 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). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. FQUAX (13.17). VTSMX (93.51) and FQUAX (92.65) 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 | 7.186 | 8.287 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 1.91T | 0% |
| Annual Yield % from dividends | 0.52 | 1.12 | 47% |
| Returns for 1 year | 13.17 | 17.75 | 74% |
| Returns for 3 years | 54.82 | 60.60 | 90% |
| Returns for 5 years | 92.65 | 93.51 | 99% |
| Returns for 10 years | 49.64 | 200.97 | 25% |
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