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REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Sustnbl Aware Eq S
Price$41.60
Change+$0.75 (+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
REQTX vs VTSMX Comparison Chart
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REQTX vs. VTSMX commentary
Apr 26, 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 REQTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. REQTX (151M). VTSMX pays higher dividends than REQTX: VTSMX (1.25) vs REQTX (0.55). REQTX was incepted earlier than VTSMX: REQTX (17 years) vs VTSMX (33 years). REQTX (1.24) is less costly to investors than VTSMX (0.14). REQTX is a more actively managed with annual turnover of: 74.00 vs. VTSMX (2.00). REQTX has a lower initial minimum investment than VTSMX: REQTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 5.27 vs. REQTX (-9.66). VTSMX return over 5 years is better than : 86.77 vs. REQTX (-9.89).
| REQTX | VTSMX | REQTX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | -7.357 | -9.023 | 82% |
| 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 | 0.55 | 1.25 | 44% |
| Returns for 1 year | -9.66 | 5.27 | -183% |
| Returns for 3 years | -11.63 | 22.56 | -52% |
| Returns for 5 years | -9.89 | 86.77 | -11% |
| Returns for 10 years | -11.88 | 150.14 | -8% |