Interact to see
Advertisement
Advertisement
RETSX vs VSMPX
RETSX vs VSMPX Comparison
Open Charts RETSX vs VSMPX
Russell Inv Tax-Managed US Large Cap S
Price$86.07
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets9.84B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
RETSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. RETSX (9.84B). VSMPX pays higher dividends than RETSX: VSMPX (1.29) vs RETSX (0.49). 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 : 10.97 vs. RETSX (9.97). RETSX (81.29) and VSMPX (81.02) have equivalent 5 years return.
| 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 | 1.894 | 0.837 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 1.82T | 1% |
| Annual Yield % from dividends | 0.49 | 1.29 | 38% |
| Returns for 1 year | 9.97 | 10.97 | 91% |
| Returns for 3 years | 41.33 | 40.40 | 102% |
| Returns for 5 years | 81.29 | 81.02 | 100% |
| Returns for 10 years | 171.88 | 171.64 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement