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REQCX vs VTSMX
REQCX vs VTSMX Comparison
Open Charts REQCX vs VTSMX
Russell Inv Sustainable Equity C
Price$41.81
Change+$0.24 (+0.58%)
VolumeN/A
Net Assets172.14M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
REQCX vs VTSMX Comparison Chart
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REQCX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. REQCX (172M). 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). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. REQCX (1.36). VTSMX return over 5 years is better than : 76.07 vs. REQCX (-19.18).
| 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 | 1.431 | 2.241 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 1.78T | 0% |
| Annual Yield % from dividends | 0.03 | 1.26 | 2% |
| Returns for 1 year | 1.36 | 25.24 | 5% |
| Returns for 3 years | -12.03 | 28.94 | -42% |
| Returns for 5 years | -19.18 | 76.07 | -25% |
| Returns for 10 years | -9.21 | 194.99 | -5% |
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