Interact to see
Advertisement
Advertisement
RETSX vs VTSAX
RETSX vs VTSAX Comparison
Open Charts RETSX vs VTSAX
Russell Inv Tax-Managed US Large Cap S
Price$90.01
Change+$0.77 (+0.86%)
VolumeN/A
Net Assets10.41B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RETSX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VTSAX 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 RETSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. RETSX (10.4B). VTSAX pays higher dividends than RETSX: VTSAX (1.21) vs RETSX (0.46). RETSX was incepted earlier than VTSAX: RETSX (29 years) vs VTSAX (25 years). RETSX (0.91) is less costly to investors than VTSAX (0.04). RETSX is a more actively managed with annual turnover of: 19.00 vs. VTSAX (2.00). RETSX has a lower initial minimum investment than VTSAX: RETSX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. RETSX (11.72). VTSAX (95.62) and RETSX (91.79) have equivalent 5 years return.
| RETSX | VTSAX | RETSX / VTSAX | |
| Total Expense Ratio | 0.91 | 0.04 | 2,275% |
| Annual Report Gross Expense Ratio | 0.91 | 0.04 | 2,275% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 6.559 | 6.416 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.82T | 1% |
| Annual Yield % from dividends | 0.46 | 1.21 | 38% |
| Returns for 1 year | 11.72 | 13.89 | 84% |
| Returns for 3 years | 61.71 | 62.12 | 99% |
| Returns for 5 years | 91.79 | 95.62 | 96% |
| Returns for 10 years | 186.11 | 198.69 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement