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REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Sustnbl Aware Eq S
Price$43.18
Change+$0.17 (+0.40%)
VolumeN/A
Net Assets159.71M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
REQTX vs VTSMX Comparison Chart
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REQTX vs. VTSMX commentary
Apr 03, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. REQTX (160M). 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 : 7.35 vs. REQTX (-6.83). VTSMX return over 5 years is better than : 124.42 vs. REQTX (6.32).
| 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 | -2.073 | -4.752 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 1.81T | 0% |
| Annual Yield % from dividends | 0.55 | 1.25 | 44% |
| Returns for 1 year | -6.83 | 7.35 | -93% |
| Returns for 3 years | -10.07 | 21.00 | -48% |
| Returns for 5 years | 6.32 | 124.42 | 5% |
| Returns for 10 years | -5.57 | 166.40 | -3% |
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