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GQEPX vs VTSMX
GQEPX vs VTSMX Comparison
Open Charts GQEPX vs VTSMX
GQG Partners US Select Quality Eq I
Price$21.80
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets3.88B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
GQEPX vs VTSMX Comparison Chart in %
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GQEPX vs. VTSMX commentary
Aug 17, 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 (3.88B). VTSMX pays higher dividends than GQEPX: VTSMX (1.09) vs GQEPX (0.64). 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 : 16.21 vs. GQEPX (-4.34). VTSMX return over 5 years is better than : 85.82 vs. GQEPX (65.57).
| 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 | -2.809 | 9.266 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 1.91T | 0% |
| Annual Yield % from dividends | 0.64 | 1.09 | 58% |
| Returns for 1 year | -4.34 | 16.21 | -27% |
| Returns for 3 years | 28.31 | 46.80 | 61% |
| Returns for 5 years | 65.57 | 85.82 | 76% |
| Returns for 10 years | N/A | 202.54 | - |
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