Ad is loading...
REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Inv Sustainable Equity S
Price$45.02
Change-$0.61 (-1.34%)
VolumeN/A
Net Assets169.68M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
REQTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
REQTX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. REQTX (170M). 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 : 17.60 vs. REQTX (-1.23). VTSMX return over 5 years is better than : 74.84 vs. REQTX (-13.11).
| 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 | 1.878 | 2.121 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.84T | 0% |
| Annual Yield % from dividends | 0.55 | 1.26 | 44% |
| Returns for 1 year | -1.23 | 17.60 | -7% |
| Returns for 3 years | -2.06 | 36.78 | -6% |
| Returns for 5 years | -13.11 | 74.84 | -18% |
| Returns for 10 years | -3.92 | 180.15 | -2% |