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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$89.76
Change-$0.06 (-0.07%)
VolumeN/A
Net Assets10.39B
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
RETSX vs VSMPX Comparison Chart in %
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RETSX vs. VSMPX commentary
Jul 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 RETSX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RETSX (10.4B). VSMPX pays higher dividends than RETSX: VSMPX (1.22) vs RETSX (0.46). 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 : 12.49 vs. RETSX (10.19). VSMPX (90.33) and RETSX (86.70) 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 | 6.334 | 6.774 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.91T | 1% |
| Annual Yield % from dividends | 0.46 | 1.22 | 38% |
| Returns for 1 year | 10.19 | 12.49 | 82% |
| Returns for 3 years | 61.74 | 62.27 | 99% |
| Returns for 5 years | 86.70 | 90.33 | 96% |
| Returns for 10 years | 177.31 | 182.99 | 97% |
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