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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Sustnbl Aware Eq A
Price$42.51
Change-$0.10 (-0.23%)
VolumeN/A
Net Assets156.08M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
May 11, 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: 1.72T vs. REQAX (156M). VTSMX pays higher dividends than REQAX: VTSMX (1.26) vs REQAX (0.61). 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 : 8.01 vs. REQAX (-7.18). VTSMX return over 5 years is better than : 89.29 vs. REQAX (-9.29).
| 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 | -2.999 | -3.965 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 1.72T | 0% |
| Annual Yield % from dividends | 0.61 | 1.26 | 49% |
| Returns for 1 year | -7.18 | 8.01 | -90% |
| Returns for 3 years | -2.17 | 40.15 | -5% |
| Returns for 5 years | -9.29 | 89.29 | -10% |
| Returns for 10 years | -8.66 | 165.40 | -5% |
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