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GQEPX vs VTSMX
GQEPX vs VTSMX Comparison
Open Charts GQEPX vs VTSMX
GQG Partners US Select Quality Eq I
Price$21.50
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets4B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
GQEPX vs VTSMX Comparison Chart in %
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GQEPX 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 GQEPX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. GQEPX (4B). VTSMX pays higher dividends than GQEPX: VTSMX (1.12) vs GQEPX (0.62). GQEPX was incepted earlier than VTSMX: GQEPX (7 years) vs VTSMX (33 years). GQEPX (0.68) is less costly to investors than VTSMX (0.14). GQEPX is a more actively managed with annual turnover of: 240.00 vs. VTSMX (2.00). GQEPX has a lower initial minimum investment than VTSMX: GQEPX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. GQEPX (-1.85). VTSMX return over 5 years is better than : 93.51 vs. GQEPX (70.41).
| GQEPX | VTSMX | GQEPX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -4.146 | 8.287 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4B | 1.91T | 0% |
| Annual Yield % from dividends | 0.62 | 1.12 | 55% |
| Returns for 1 year | -1.85 | 17.75 | -10% |
| Returns for 3 years | 33.67 | 60.60 | 56% |
| Returns for 5 years | 70.41 | 93.51 | 75% |
| Returns for 10 years | N/A | 200.97 | - |
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