Interact to see
Advertisement
Advertisement
RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$92.86
Change+$0.28 (+0.30%)
VolumeN/A
Net Assets10.77B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
RETSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VTSMX commentary
Sep 10, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. RETSX (10.8B). VTSMX pays higher dividends than RETSX: VTSMX (1.07) vs RETSX (0.44). RETSX was incepted earlier than VTSMX: RETSX (29 years) vs VTSMX (33 years). RETSX (0.91) is less costly to investors than VTSMX (0.14). RETSX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RETSX has a lower initial minimum investment than VTSMX: RETSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.39 vs. RETSX (17.45). VTSMX (87.04) and RETSX (83.00) have equivalent 5 years return.
| RETSX | VTSMX | RETSX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 9.933 | 10.614 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.95T | 1% |
| Annual Yield % from dividends | 0.44 | 1.07 | 42% |
| Returns for 1 year | 17.45 | 20.39 | 86% |
| Returns for 3 years | 56.79 | 57.19 | 99% |
| Returns for 5 years | 83.00 | 87.04 | 95% |
| Returns for 10 years | 208.67 | 226.23 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement