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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Sustnbl Aware Eq A
Price$40.01
Change-$0.83 (-2.03%)
VolumeN/A
Net Assets152.22M
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
Apr 18, 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 REQAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. REQAX (152M). VTSMX pays higher dividends than REQAX: VTSMX (1.25) vs REQAX (0.47). REQAX was incepted earlier than VTSMX: REQAX (17 years) vs VTSMX (33 years). REQAX (1.49) is less costly to investors than VTSMX (0.14). REQAX is a more actively managed with annual turnover of: 74.00 vs. VTSMX (2.00). REQAX has a lower initial minimum investment than VTSMX: REQAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.93 vs. REQAX (-10.52). VTSMX return over 5 years is better than : 84.81 vs. REQAX (-13.50).
| REQAX | VTSMX | REQAX / VTSMX | |
| Total Expense Ratio | 1.39 | 0.14 | 993% |
| Annual Report Gross Expense Ratio | 1.49 | 0.14 | 1,064% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -8.703 | -8.945 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 1.7T | 0% |
| Annual Yield % from dividends | 0.47 | 1.25 | 38% |
| Returns for 1 year | -10.52 | 5.93 | -177% |
| Returns for 3 years | -14.66 | 19.82 | -74% |
| Returns for 5 years | -13.50 | 84.81 | -16% |
| Returns for 10 years | -13.32 | 153.17 | -9% |
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