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REQAX vs VTSMX
REQAX vs VTSMX Comparison
Open Charts REQAX vs VTSMX
Russell Sustnbl Aware Eq A
Price$46.26
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets164.58M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
REQAX vs VTSMX Comparison Chart in %
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REQAX vs. VTSMX commentary
Jul 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 REQAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. REQAX (165M). VTSMX pays higher dividends than REQAX: VTSMX (1.12) vs REQAX (0.57). REQAX was incepted earlier than VTSMX: REQAX (17 years) vs VTSMX (33 years). REQAX (1.49) is less costly to investors than VTSMX (0.14). REQAX is a more actively managed with annual turnover of: 74.00 vs. VTSMX (2.00). REQAX has a lower initial minimum investment than VTSMX: REQAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. REQAX (-2.24). VTSMX return over 5 years is better than : 95.59 vs. REQAX (-5.77).
| REQAX | VTSMX | REQAX / VTSMX | |
| Total Expense Ratio | 1.39 | 0.14 | 993% |
| Annual Report Gross Expense Ratio | 1.49 | 0.14 | 1,064% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 5.683 | 6.421 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165M | 1.82T | 0% |
| Annual Yield % from dividends | 0.57 | 1.12 | 51% |
| Returns for 1 year | -2.24 | 13.89 | -16% |
| Returns for 3 years | 9.94 | 62.08 | 16% |
| Returns for 5 years | -5.77 | 95.59 | -6% |
| Returns for 10 years | 0.81 | 198.05 | 0% |
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