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REQCX vs VTSMX
REQCX vs VTSMX Comparison
Open Charts REQCX vs VTSMX
Russell Sustnbl Aware Eq C
Price$38.57
Change-$1.68 (-4.17%)
VolumeN/A
Net Assets160.17M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
REQCX vs VTSMX Comparison Chart
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REQCX vs. VTSMX commentary
Apr 04, 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 REQCX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. REQCX (160M). VTSMX pays higher dividends than REQCX: VTSMX (1.25) vs REQCX (0.29). REQCX was incepted earlier than VTSMX: REQCX (17 years) vs VTSMX (33 years). REQCX (2.24) is less costly to investors than VTSMX (0.14). REQCX is a more actively managed with annual turnover of: 74.00 vs. VTSMX (2.00). REQCX has a lower initial minimum investment than VTSMX: REQCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. REQCX (-8.57). VTSMX return over 5 years is better than : 126.23 vs. REQCX (-1.00).
| REQCX | VTSMX | REQCX / VTSMX | |
| Total Expense Ratio | 2.14 | 0.14 | 1,529% |
| Annual Report Gross Expense Ratio | 2.24 | 0.14 | 1,600% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -2.353 | -3.986 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 1.81T | 0% |
| Annual Yield % from dividends | 0.29 | 1.25 | 23% |
| Returns for 1 year | -8.57 | 8.05 | -106% |
| Returns for 3 years | -14.36 | 21.01 | -68% |
| Returns for 5 years | -1.00 | 126.23 | -1% |
| Returns for 10 years | -14.06 | 166.80 | -8% |
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