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REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Inv Sustainable Equity S
Price$50.91
Change-$0.74 (-1.43%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
REQTX vs VTSMX Comparison Chart
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REQTX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. REQTX (186M). 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 : 30.52 vs. REQTX (16.55). VTSMX return over 5 years is better than : 83.72 vs. REQTX (-8.09).
| 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 | 17.115 | 22.392 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.73T | 0% |
| Annual Yield % from dividends | 0.55 | 1.26 | 44% |
| Returns for 1 year | 16.55 | 30.52 | 54% |
| Returns for 3 years | -16.31 | 19.91 | -82% |
| Returns for 5 years | -8.09 | 83.72 | -10% |
| Returns for 10 years | 11.37 | 186.07 | 6% |
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