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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$85.50
Change-$1.27 (-1.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
RETSX vs VSMPX Comparison Chart
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RETSX vs. VSMPX 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 RETSX is a StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. RETSX (9.69B). VSMPX pays higher dividends than RETSX: VSMPX (1.36) vs RETSX (0.49). RETSX was incepted earlier than VSMPX: RETSX (28 years) vs VSMPX (10 years). RETSX is a more actively managed with annual turnover of: 25.00 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 : 30.55 vs. RETSX (28.63). VSMPX (83.80) and RETSX (82.86) have equivalent 5 years return.
| RETSX | VSMPX | RETSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 21.328 | 22.437 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.69B | 1.73T | 1% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | 28.63 | 30.55 | 94% |
| Returns for 3 years | 21.78 | 19.95 | 109% |
| Returns for 5 years | 82.86 | 83.80 | 99% |
| Returns for 10 years | 162.65 | N/A | - |
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