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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$95.10
Change+$0.97 (+1.03%)
VolumeN/A
Net Assets10.93B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
RETSX vs VTSMX Comparison Chart in %
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RETSX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. RETSX (10.9B). VTSMX pays higher dividends than RETSX: VTSMX (1.04) 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 : 13.79 vs. RETSX (11.20). VTSMX return over 5 years is better than : 84.86 vs. RETSX (80.09).
| 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 | 11.436 | 13.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 2.02T | 1% |
| Annual Yield % from dividends | 0.43 | 1.04 | 42% |
| Returns for 1 year | 11.20 | 13.79 | 81% |
| Returns for 3 years | 73.11 | 76.02 | 96% |
| Returns for 5 years | 80.09 | 84.86 | 94% |
| Returns for 10 years | 203.60 | 225.10 | 90% |
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