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REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Inv Sustainable Equity S
Price$44.85
Change+$0.27 (+0.61%)
VolumeN/A
Net Assets172.14M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
REQTX vs VTSMX Comparison Chart
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REQTX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. REQTX (172M). 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 : 25.24 vs. REQTX (3.28). VTSMX return over 5 years is better than : 76.07 vs. REQTX (-13.26).
| 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 | 1.494 | 2.241 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 1.78T | 0% |
| Annual Yield % from dividends | 0.55 | 1.26 | 44% |
| Returns for 1 year | 3.28 | 25.24 | 13% |
| Returns for 3 years | -8.09 | 28.94 | -28% |
| Returns for 5 years | -13.26 | 76.07 | -17% |
| Returns for 10 years | -1.10 | 194.99 | -1% |