Ad is loading...
RICBX vs VTSMX
RICBX vs VTSMX Comparison
Open Charts RICBX vs VTSMX
American Funds Invmt Co of Amer R2
Price$56.97
Change-$1.80 (-3.06%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RICBX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RICBX vs. VTSMX commentary
Dec 19, 2024
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 RICBX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RICBX (148B). VTSMX pays higher dividends than RICBX: VTSMX (1.26) vs RICBX (0.62). RICBX was incepted earlier than VTSMX: RICBX (23 years) vs VTSMX (33 years). RICBX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). RICBX has a lower initial minimum investment than VTSMX: RICBX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. RICBX (19.45). VTSMX return over 5 years is better than : 84.16 vs. RICBX (53.05).
| RICBX | VTSMX | RICBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 18.060 | 26.352 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.84T | 8% |
| Annual Yield % from dividends | 0.62 | 1.26 | 49% |
| Returns for 1 year | 19.45 | 26.90 | 72% |
| Returns for 3 years | 19.30 | 27.88 | 69% |
| Returns for 5 years | 53.05 | 84.16 | 63% |
| Returns for 10 years | 46.65 | 192.04 | 24% |
View a ticker or compare two or three
VS
VS
Ad is loading...