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REQCX vs VTSMX
REQCX vs VTSMX Comparison
Open Charts REQCX vs VTSMX
Russell Sustnbl Aware Eq C
Price$38.76
Change+$0.70 (+1.84%)
VolumeN/A
Net Assets151.04M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
REQCX vs VTSMX Comparison Chart
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REQCX vs. VTSMX commentary
Apr 25, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. REQCX (151M). 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 : 5.27 vs. REQCX (-11.33). VTSMX return over 5 years is better than : 86.77 vs. REQCX (-16.08).
| 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 | -7.666 | -9.023 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 1.7T | 0% |
| Annual Yield % from dividends | 0.29 | 1.25 | 23% |
| Returns for 1 year | -11.33 | 5.27 | -215% |
| Returns for 3 years | -15.41 | 22.56 | -68% |
| Returns for 5 years | -16.08 | 86.77 | -19% |
| Returns for 10 years | -19.29 | 150.14 | -13% |