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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Inv Sustainable Equity A
Price$49.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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REQAX vs VTSMX Comparison Chart
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REQAX vs. VTSMX commentary
Sep 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. REQAX (186M). VTSMX pays higher dividends than REQAX: VTSMX (1.26) vs REQAX (0.35). REQAX was incepted earlier than VTSMX: REQAX (16 years) vs VTSMX (32 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 : 25.89 vs. REQAX (15.04). VTSMX return over 5 years is better than : 82.93 vs. REQAX (-7.86).
| REQAX | VTSMX | REQAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 13.464 | 16.884 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.72T | 0% |
| Annual Yield % from dividends | 0.35 | 1.26 | 28% |
| Returns for 1 year | 15.04 | 25.89 | 58% |
| Returns for 3 years | -15.32 | 21.33 | -72% |
| Returns for 5 years | -7.86 | 82.93 | -9% |
| Returns for 10 years | 9.48 | 178.97 | 5% |
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