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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Inv Sustainable Equity A
Price$43.92
Change-$7.47 (-14.54%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
Dec 19, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. REQAX (184M). 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 : 26.90 vs. REQAX (12.04). VTSMX return over 5 years is better than : 84.16 vs. REQAX (0.87).
| 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 | 18.684 | 26.352 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 1.84T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 12.04 | 26.90 | 45% |
| Returns for 3 years | 4.61 | 27.88 | 17% |
| Returns for 5 years | 0.87 | 84.16 | 1% |
| Returns for 10 years | 10.27 | 192.04 | 5% |