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$91.16
Change+$0.34 (+0.37%)
VolumeN/A
Net Assets10.55B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
RETSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RETSX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. RETSX (10.5B). VTSMX pays higher dividends than RETSX: VTSMX (1.12) vs RETSX (0.46). 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 : 17.75 vs. RETSX (15.50). VTSMX (93.51) and RETSX (89.72) 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 | 7.920 | 8.287 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 1.91T | 1% |
| Annual Yield % from dividends | 0.46 | 1.12 | 41% |
| Returns for 1 year | 15.50 | 17.75 | 87% |
| Returns for 3 years | 59.90 | 60.60 | 99% |
| Returns for 5 years | 89.72 | 93.51 | 96% |
| Returns for 10 years | 185.64 | 200.97 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement