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RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$95.05
Change-$1.48 (-1.53%)
VolumeN/A
Net Assets11.04B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
RETSX vs VTSMX Comparison Chart in %
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RETSX vs. VTSMX commentary
Nov 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. RETSX (11B). VTSMX pays higher dividends than RETSX: VTSMX (1.02) vs RETSX (0.43). RETSX was incepted earlier than VTSMX: RETSX (29 years) vs VTSMX (34 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 : 13.42 vs. RETSX (11.25). VTSMX return over 5 years is better than : 83.98 vs. RETSX (79.09).
| 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 | 34 years | - |
| Gain YTD | 14.277 | 15.972 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 2.05T | 1% |
| Annual Yield % from dividends | 0.43 | 1.02 | 42% |
| Returns for 1 year | 11.25 | 13.42 | 84% |
| Returns for 3 years | 64.94 | 68.22 | 95% |
| Returns for 5 years | 79.09 | 83.98 | 94% |
| Returns for 10 years | 211.64 | 235.40 | 90% |
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