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RETSX vs VTSAX
RETSX vs VTSAX Comparison
Open Charts RETSX vs VTSAX
Russell Inv Tax-Managed US Large Cap S
Price$85.43
Change-$1.09 (-1.26%)
VolumeN/A
Net Assets10B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
RETSX vs VTSAX Comparison Chart
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RETSX vs. VTSAX commentary
Jun 14, 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 (10B). VTSAX pays higher dividends than RETSX: VTSAX (1.28) vs RETSX (0.49). 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 : 10.07 vs. RETSX (8.09). VTSAX (91.40) and RETSX (88.39) 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 | 1.136 | 1.365 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 1.82T | 1% |
| Annual Yield % from dividends | 0.49 | 1.28 | 38% |
| Returns for 1 year | 8.09 | 10.07 | 80% |
| Returns for 3 years | 56.43 | 57.61 | 98% |
| Returns for 5 years | 88.39 | 91.40 | 97% |
| Returns for 10 years | 167.60 | 179.53 | 93% |
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