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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$96.35
Change-$1.04 (-1.07%)
VolumeN/A
Net Assets11.23B
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
RETSX vs VTSMX Comparison Chart in %
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RETSX vs. VTSMX commentary
Dec 13, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RETSX (11.2B). 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 : 12.68 vs. RETSX (10.82). VTSMX (79.30) and RETSX (77.68) 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 | 15.295 | 17.334 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 2.06T | 1% |
| Annual Yield % from dividends | 0.43 | 1.02 | 42% |
| Returns for 1 year | 10.82 | 12.68 | 85% |
| Returns for 3 years | 66.44 | 70.77 | 94% |
| Returns for 5 years | 77.68 | 79.30 | 98% |
| Returns for 10 years | 215.63 | 240.48 | 90% |
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