MEQFX vs. VPMAX
Compare and contrast key facts about AMG River Road Large Cap Value Select Fund (MEQFX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
MEQFX is managed by AMG. It was launched on Aug 14, 1992. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
MEQFX vs. VPMAX - Performance Comparison
Loading graphics...
MEQFX vs. VPMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | -4.94% | -2.58% | 24.99% | 19.53% | -9.50% | 43.58% | -4.00% | 16.01% | 8.16% | 15.35% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -2.75% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, MEQFX achieves a -4.94% return, which is significantly lower than VPMAX's -2.75% return. Over the past 10 years, MEQFX has underperformed VPMAX with an annualized return of 10.62%, while VPMAX has yielded a comparatively higher 16.91% annualized return.
MEQFX
- 1D
- 1.30%
- 1M
- -6.65%
- YTD
- -4.94%
- 6M
- -12.14%
- 1Y
- -10.02%
- 3Y*
- 9.93%
- 5Y*
- 10.34%
- 10Y*
- 10.62%
VPMAX
- 1D
- 3.30%
- 1M
- -6.80%
- YTD
- -2.75%
- 6M
- 24.32%
- 1Y
- 51.98%
- 3Y*
- 26.74%
- 5Y*
- 15.10%
- 10Y*
- 16.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MEQFX vs. VPMAX - Expense Ratio Comparison
MEQFX has a 0.64% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
MEQFX vs. VPMAX — Risk / Return Rank
MEQFX
VPMAX
MEQFX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG River Road Large Cap Value Select Fund (MEQFX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MEQFX | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.49 | 1.78 | -2.27 |
Sortino ratioReturn per unit of downside risk | -0.52 | 3.30 | -3.82 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.48 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 3.76 | -4.35 |
Martin ratioReturn relative to average drawdown | -1.55 | 16.16 | -17.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MEQFX | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.49 | 1.78 | -2.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.75 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.84 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.62 | -0.31 |
Correlation
The correlation between MEQFX and VPMAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MEQFX vs. VPMAX - Dividend Comparison
MEQFX has not paid dividends to shareholders, while VPMAX's dividend yield for the trailing twelve months is around 32.75%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEQFX AMG River Road Large Cap Value Select Fund | 0.00% | 0.00% | 4.48% | 0.98% | 2.13% | 27.90% | 0.00% | 9.17% | 3.40% | 30.28% | 5.96% | 11.63% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 32.75% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
MEQFX vs. VPMAX - Drawdown Comparison
The maximum MEQFX drawdown since its inception was -55.38%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for MEQFX and VPMAX.
Loading graphics...
Drawdown Indicators
| MEQFX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.38% | -48.32% | -7.06% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -13.75% | -3.68% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -25.21% | +5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -28.69% | -32.65% | +3.96% |
Current DrawdownCurrent decline from peak | -16.13% | -8.80% | -7.33% |
Average DrawdownAverage peak-to-trough decline | -12.17% | -6.61% | -5.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.20% | +3.45% |
Volatility
MEQFX vs. VPMAX - Volatility Comparison
The current volatility for AMG River Road Large Cap Value Select Fund (MEQFX) is 3.85%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 6.72%. This indicates that MEQFX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MEQFX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 6.72% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.01% | 22.09% | -7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 28.98% | -9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 20.17% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 20.11% | -0.55% |