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RETSX vs VSTSX
RETSX vs VSTSX Comparison
Open Charts RETSX vs VSTSX
Russell Inv Tax-Managed US Large Cap S
Price$86.18
Change+$0.69 (+0.81%)
VolumeN/A
Net Assets9.85B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
RETSX vs VSTSX Comparison Chart
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RETSX vs. VSTSX commentary
Jan 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 Buy and VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. RETSX (9.85B). VSTSX pays higher dividends than RETSX: VSTSX (1.36) vs RETSX (0.49). RETSX was incepted earlier than VSTSX: RETSX (28 years) vs VSTSX (9 years). RETSX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). RETSX has a lower initial minimum investment than VSTSX: RETSX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. RETSX (22.63). VSTSX (76.20) and RETSX (74.71) have equivalent 5 years return.
| RETSX | VSTSX | RETSX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | 2.024 | 2.247 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 1.78T | 1% |
| Annual Yield % from dividends | 0.49 | 1.36 | 36% |
| Returns for 1 year | 22.63 | 25.28 | 89% |
| Returns for 3 years | 28.56 | 29.03 | 98% |
| Returns for 5 years | 74.71 | 76.20 | 98% |
| Returns for 10 years | 183.85 | N/A | - |