Interact to see
Advertisement
Advertisement
REQTX vs VTSMX
REQTX vs VTSMX Comparison
Open Charts REQTX vs VTSMX
Russell Sustnbl Aware Eq S
Price$44.61
Change-$0.61 (-1.35%)
VolumeN/A
Net Assets159M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
REQTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
REQTX vs. VTSMX commentary
Jun 15, 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 REQTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. REQTX (159M). VTSMX pays higher dividends than REQTX: VTSMX (1.18) vs REQTX (0.72). REQTX was incepted earlier than VTSMX: REQTX (17 years) vs VTSMX (33 years). REQTX (1.24) is less costly to investors than VTSMX (0.14). REQTX is a more actively managed with annual turnover of: 74.00 vs. VTSMX (2.00). REQTX has a lower initial minimum investment than VTSMX: REQTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. REQTX (-5.13). VTSMX return over 5 years is better than : 91.36 vs. REQTX (-6.57).
| REQTX | VTSMX | REQTX / VTSMX | |
| Total Expense Ratio | 1.10 | 0.14 | 786% |
| Annual Report Gross Expense Ratio | 1.24 | 0.14 | 886% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 1.170 | 1.349 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 1.82T | 0% |
| Annual Yield % from dividends | 0.72 | 1.18 | 61% |
| Returns for 1 year | -5.13 | 10.06 | -51% |
| Returns for 3 years | 9.39 | 57.59 | 16% |
| Returns for 5 years | -6.57 | 91.36 | -7% |
| Returns for 10 years | -3.14 | 178.92 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement