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RETSX vs VSMPX
RETSX vs VSMPX Comparison
Open Charts RETSX vs VSMPX
Russell Inv Tax-Managed US Large Cap S
Price$78.53
Change+$1.60 (+2.08%)
VolumeN/A
Net Assets8.85B
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
RETSX vs VSMPX Comparison Chart
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RETSX vs. VSMPX commentary
Apr 25, 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 RETSX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. RETSX (8.85B). VSMPX pays higher dividends than RETSX: VSMPX (1.37) vs RETSX (0.51). RETSX was incepted earlier than VSMPX: RETSX (29 years) vs VSMPX (10 years). RETSX (0.91) is less costly to investors than VSMPX (0.02). RETSX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). RETSX has a lower initial minimum investment than VSMPX: RETSX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. RETSX (2.35). VSMPX return over 5 years is better than : 86.84 vs. RETSX (82.47).
| RETSX | VSMPX | RETSX / VSMPX | |
| Total Expense Ratio | 0.91 | 0.02 | 4,550% |
| Annual Report Gross Expense Ratio | 0.91 | 0.02 | 4,550% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | -8.926 | -9.015 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 1.7T | 1% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | 2.35 | 5.28 | 44% |
| Returns for 3 years | 23.39 | 22.62 | 103% |
| Returns for 5 years | 82.47 | 86.84 | 95% |
| Returns for 10 years | 140.30 | N/A | - |