Interact to see
Advertisement
Advertisement
MEQFX vs VTSMX
MEQFX vs VTSMX Comparison
Open Charts MEQFX vs VTSMX
AMG River Road Large Cap Value Select I
Price$21.64
Change+$0.20 (+0.93%)
VolumeN/A
Net Assets51.04M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MEQFX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MEQFX vs. VTSMX commentary
Jul 28, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MEQFX (51M). VTSMX pays higher dividends than MEQFX: VTSMX (1.12) vs MEQFX (0.75). 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 annual gain was more profitable for investors over the last year : 17.75 vs. MEQFX (13.56). MEQFX (95.18) and VTSMX (93.51) 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 | 7.341 | 8.287 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 1.91T | 0% |
| Annual Yield % from dividends | 0.75 | 1.12 | 68% |
| Returns for 1 year | 13.56 | 17.75 | 76% |
| Returns for 3 years | 55.84 | 60.60 | 92% |
| Returns for 5 years | 95.18 | 93.51 | 102% |
| Returns for 10 years | 53.84 | 200.97 | 27% |