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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Sustnbl Aware Eq A
Price$44.88
Change+$0.21 (+0.47%)
VolumeN/A
Net Assets160.73M
Vanguard Total Stock Mkt Idx I
Price$144.55
Change+$0.45 (+0.31%)
VolumeN/A
Net Assets1.82T
REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
Jun 13, 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: 1.82T vs. REQAX (161M). VTSMX pays higher dividends than REQAX: VTSMX (1.18) vs REQAX (0.59). 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 : 11.11 vs. REQAX (-4.14). VTSMX return over 5 years is better than : 93.03 vs. REQAX (-6.54).
| 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 | 2.409 | 2.228 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.82T | 0% |
| Annual Yield % from dividends | 0.59 | 1.18 | 49% |
| Returns for 1 year | -4.14 | 11.11 | -37% |
| Returns for 3 years | 9.60 | 58.40 | 16% |
| Returns for 5 years | -6.54 | 93.03 | -7% |
| Returns for 10 years | -2.77 | 182.94 | -2% |
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