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REQAX vs VSMPX
REQAX vs VSMPX Comparison
Open Charts REQAX vs VSMPX
Russell Inv Sustainable Equity A
Price$50.58
Change-$0.73 (-1.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
REQAX vs VSMPX Comparison Chart
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REQAX vs. VSMPX commentary
Nov 18, 2024
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 REQAX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. REQAX (186M). VSMPX pays higher dividends than REQAX: VSMPX (1.36) vs REQAX (0.35). REQAX was incepted earlier than VSMPX: REQAX (16 years) vs VSMPX (10 years). REQAX is a more actively managed with annual turnover of: 68.00 vs. VSMPX (2.00). REQAX has a lower initial minimum investment than VSMPX: REQAX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 30.55 vs. REQAX (16.19). VSMPX return over 5 years is better than : 83.80 vs. REQAX (-9.16).
| REQAX | VSMPX | REQAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 16.813 | 22.437 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.73T | 0% |
| Annual Yield % from dividends | 0.35 | 1.36 | 26% |
| Returns for 1 year | 16.19 | 30.55 | 53% |
| Returns for 3 years | -16.95 | 19.95 | -85% |
| Returns for 5 years | -9.16 | 83.80 | -11% |
| Returns for 10 years | 9.88 | N/A | - |
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