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GQEPX vs VTSMX
GQEPX vs VTSMX Comparison
Open Charts GQEPX vs VTSMX
GQG Partners US Select Quality Eq I
Price$21.63
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets3.78B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
GQEPX vs VTSMX Comparison Chart in %
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GQEPX vs. VTSMX commentary
Sep 06, 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: 1.95T vs. GQEPX (3.78B). VTSMX pays higher dividends than GQEPX: VTSMX (1.07) vs GQEPX (0.62). GQEPX was incepted earlier than VTSMX: GQEPX (7 years) vs VTSMX (33 years). GQEPX (0.71) 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 : 18.03 vs. GQEPX (-4.89). VTSMX return over 5 years is better than : 84.94 vs. GQEPX (61.87).
| GQEPX | VTSMX | GQEPX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.71 | 0.14 | 507% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -3.032 | 10.330 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 1.95T | 0% |
| Annual Yield % from dividends | 0.62 | 1.07 | 58% |
| Returns for 1 year | -4.89 | 18.03 | -27% |
| Returns for 3 years | 39.61 | 63.63 | 62% |
| Returns for 5 years | 61.87 | 84.94 | 73% |
| Returns for 10 years | N/A | 224.15 | - |
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