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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$21.76
Change+$0.22 (+1.02%)
VolumeN/A
Net Assets47.11M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MEQFX vs VTSMX Comparison Chart in %
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MEQFX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
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 (0.73). 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 : 11.43 vs. MEQFX (-1.75). VTSMX (77.17) and MEQFX (76.23) 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 | 34 years | - |
| Gain YTD | 6.994 | 15.489 | 45% |
| 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 | 0.73 | 1.02 | 72% |
| Returns for 1 year | -1.75 | 11.43 | -15% |
| Returns for 3 years | 45.36 | 64.40 | 70% |
| Returns for 5 years | 76.23 | 77.17 | 99% |
| Returns for 10 years | 52.73 | 223.01 | 24% |
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