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RICBX vs VTSMX
RICBX vs VTSMX Comparison
Open Charts RICBX vs VTSMX
American Funds Invmt Co of Amer R2
Price$56.32
Change-$0.11 (-0.19%)
VolumeN/A
Net Assets150.11B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
RICBX vs VTSMX Comparison Chart
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RICBX vs. VTSMX commentary
May 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 RICBX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RICBX (150B). VTSMX pays higher dividends than RICBX: VTSMX (1.26) vs RICBX (0.26). RICBX was incepted earlier than VTSMX: RICBX (23 years) vs VTSMX (33 years). RICBX (1.35) is less costly to investors than VTSMX (0.14). RICBX is a more actively managed with annual turnover of: 32.00 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 : 7.95 vs. RICBX (2.64). VTSMX return over 5 years is better than : 89.18 vs. RICBX (60.97).
| RICBX | VTSMX | RICBX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -1.278 | -4.022 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 1.72T | 9% |
| Annual Yield % from dividends | 0.26 | 1.26 | 21% |
| Returns for 1 year | 2.64 | 7.95 | 33% |
| Returns for 3 years | 31.83 | 40.07 | 79% |
| Returns for 5 years | 60.97 | 89.18 | 68% |
| Returns for 10 years | 52.16 | 165.24 | 32% |