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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$97.19
Change-$0.57 (-0.58%)
VolumeN/A
Net Assets11.39B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
RETSX vs VTSMX Comparison Chart in %
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RETSX vs. VTSMX commentary
Jan 16, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RETSX (11.4B). VTSMX pays higher dividends than RETSX: VTSMX (1.02) vs RETSX (0.44). 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 : 18.29 vs. RETSX (15.93). RETSX (73.90) and VTSMX (73.62) 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 | 34 years | - |
| Gain YTD | 0.977 | 1.679 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 2.06T | 1% |
| Annual Yield % from dividends | 0.44 | 1.02 | 43% |
| Returns for 1 year | 15.93 | 18.29 | 87% |
| Returns for 3 years | 65.97 | 70.89 | 93% |
| Returns for 5 years | 73.90 | 73.62 | 100% |
| Returns for 10 years | 243.02 | 270.34 | 90% |
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