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RICBX vs VTSMX
RICBX vs VTSMX Comparison
Open Charts RICBX vs VTSMX
American Funds Invmt Co of Amer R2
Price$50.16
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets133.87B
Vanguard Total Stock Mkt Idx I
Price$120.56
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
RICBX vs VTSMX Comparison Chart
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RICBX vs. VTSMX commentary
Apr 08, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RICBX (134B). VTSMX pays higher dividends than RICBX: VTSMX (1.25) vs RICBX (0.26). RICBX was incepted earlier than VTSMX: RICBX (23 years) vs VTSMX (33 years). RICBX (1.36) is less costly to investors than VTSMX (0.14). 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 : -3.63 vs. RICBX (-8.33). VTSMX return over 5 years is better than : 81.59 vs. RICBX (52.77).
| RICBX | VTSMX | RICBX / VTSMX | |
| Total Expense Ratio | 1.36 | 0.14 | 971% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -12.076 | -14.472 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.7T | 8% |
| Annual Yield % from dividends | 0.26 | 1.25 | 21% |
| Returns for 1 year | -8.33 | -3.63 | 230% |
| Returns for 3 years | 4.52 | 10.58 | 43% |
| Returns for 5 years | 52.77 | 81.59 | 65% |
| Returns for 10 years | 35.98 | 135.47 | 27% |
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