Ad is loading...
RETSX vs VSMPX
RETSX vs VSMPX Comparison
Open Charts RETSX vs VSMPX
Russell Inv Tax-Managed US Large Cap S
Price$77.46
Change-$3.99 (-4.90%)
VolumeN/A
Net Assets9.36B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
RETSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VSMPX commentary
Apr 04, 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 Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. RETSX (9.36B). 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 : 8.06 vs. RETSX (5.88). VSMPX (126.31) and RETSX (121.12) 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 | -3.575 | -3.987 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 1.81T | 1% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | 5.88 | 8.06 | 73% |
| Returns for 3 years | 22.31 | 21.05 | 106% |
| Returns for 5 years | 121.12 | 126.31 | 96% |
| Returns for 10 years | 157.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...