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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$20.59
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets49.68M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MEQFX vs VTSMX Comparison Chart
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MEQFX vs. VTSMX commentary
Jun 16, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MEQFX (49.7M). VTSMX pays higher dividends than MEQFX: VTSMX (1.18) vs MEQFX (0.77). MEQFX was incepted earlier than VTSMX: MEQFX (33 years) vs VTSMX (33 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 (10.06) and MEQFX (9.94) have marching annual gain over last year. VTSMX (91.36) and MEQFX (88.22) have equivalent 5 years return.
| 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 | 33 years | - |
| Gain YTD | 2.133 | 1.349 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.77 | 1.18 | 65% |
| Returns for 1 year | 9.94 | 10.06 | 99% |
| Returns for 3 years | 56.71 | 57.59 | 98% |
| Returns for 5 years | 88.22 | 91.36 | 97% |
| Returns for 10 years | 46.41 | 178.92 | 26% |
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