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REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Inv Sustainable Equity S
Price$51.74
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
REQTX vs VTSMX Comparison Chart
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REQTX 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 REQTX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. REQTX (185M). VTSMX pays higher dividends than REQTX: VTSMX (1.26) vs REQTX (0.55). REQTX was incepted earlier than VTSMX: REQTX (16 years) vs VTSMX (33 years). REQTX is a more actively managed with annual turnover of: 68.00 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 : 26.90 vs. REQTX (12.40). VTSMX return over 5 years is better than : 84.16 vs. REQTX (2.10).
| REQTX | VTSMX | REQTX / 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 | 19.025 | 26.352 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.84T | 0% |
| Annual Yield % from dividends | 0.55 | 1.26 | 44% |
| Returns for 1 year | 12.40 | 26.90 | 46% |
| Returns for 3 years | 5.39 | 27.88 | 19% |
| Returns for 5 years | 2.10 | 84.16 | 2% |
| Returns for 10 years | 11.77 | 192.04 | 6% |