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REQCX vs VTSMX
REQCX vs VTSMX Comparison
Open Charts REQCX vs VTSMX
Russell Inv Sustainable Equity C
Price$41.26
Change-$7.30 (-15.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
REQCX vs VTSMX Comparison Chart
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REQCX 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 REQCX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. REQCX (184M). VTSMX pays higher dividends than REQCX: VTSMX (1.26) vs REQCX (0.03). REQCX was incepted earlier than VTSMX: REQCX (16 years) vs VTSMX (33 years). REQCX is a more actively managed with annual turnover of: 68.00 vs. VTSMX (2.00). REQCX has a lower initial minimum investment than VTSMX: REQCX (0) vs VTSMX (3000). REQCX annual gain was more profitable for investors over the last year : 34.35 vs. VTSMX (22.04). VTSMX return over 5 years is better than : 77.48 vs. REQCX (8.98).
| REQCX | VTSMX | REQCX / 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 | 34.355 | 22.383 | 153% |
| 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 | 0.03 | 1.26 | 2% |
| Returns for 1 year | 34.35 | 22.04 | 156% |
| Returns for 3 years | 16.01 | 23.86 | 67% |
| Returns for 5 years | 8.98 | 77.48 | 12% |
| Returns for 10 years | 18.30 | 182.87 | 10% |