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MEQFX vs VTSMX
MEQFX vs VTSMX Comparison
Open Charts MEQFX vs VTSMX
AMG River Road Large Cap Value Select I
Price$21.17
Change+$0.17 (+0.81%)
VolumeN/A
Net Assets47.08M
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
MEQFX vs VTSMX Comparison Chart in %
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MEQFX vs. VTSMX commentary
Nov 14, 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 MEQFX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MEQFX (47.1M). VTSMX pays higher dividends than MEQFX: VTSMX (1.02) vs MEQFX (0.76). MEQFX was incepted earlier than VTSMX: MEQFX (33 years) vs VTSMX (34 years). MEQFX (0.83) is less costly to investors than VTSMX (0.14). MEQFX is a more actively managed with annual turnover of: 106.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MEQFX: VTSMX (3000) vs MEQFX (100000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MEQFX (-1.79). VTSMX return over 5 years is better than : 83.98 vs. MEQFX (73.66).
| MEQFX | VTSMX | MEQFX / VTSMX | |
| Total Expense Ratio | 0.63 | 0.14 | 450% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 5.010 | 15.972 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 2.05T | 0% |
| Annual Yield % from dividends | 0.76 | 1.02 | 74% |
| Returns for 1 year | -1.79 | 13.42 | -13% |
| Returns for 3 years | 47.04 | 68.22 | 69% |
| Returns for 5 years | 73.66 | 83.98 | 88% |
| Returns for 10 years | 54.81 | 235.40 | 23% |
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