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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Inv Sustainable Equity A
Price$44.69
Change-$0.61 (-1.35%)
VolumeN/A
Net Assets169.68M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. REQAX (170M). VTSMX pays higher dividends than REQAX: VTSMX (1.26) vs REQAX (0.35). REQAX was incepted earlier than VTSMX: REQAX (16 years) vs VTSMX (33 years). REQAX is a more actively managed with annual turnover of: 68.00 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 : 17.60 vs. REQAX (-1.60). VTSMX return over 5 years is better than : 74.84 vs. REQAX (-14.24).
| REQAX | VTSMX | REQAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 1.823 | 2.121 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | -1.60 | 17.60 | -9% |
| Returns for 3 years | -2.86 | 36.78 | -8% |
| Returns for 5 years | -14.24 | 74.84 | -19% |
| Returns for 10 years | -5.36 | 180.15 | -3% |
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