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RICBX vs VTSMX
RICBX vs VTSMX Comparison
Open Charts RICBX vs VTSMX
American Funds Invmt Co of Amer R2
Price$59.75
Change-$0.04 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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RICBX vs VTSMX Comparison Chart
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RICBX vs. VTSMX commentary
Sep 21, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RICBX (152B). VTSMX pays higher dividends than RICBX: VTSMX (1.26) vs RICBX (0.62). RICBX was incepted earlier than VTSMX: RICBX (22 years) vs VTSMX (32 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 (31.53) and RICBX (30.34) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. RICBX (59.32).
| RICBX | VTSMX | RICBX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 19.969 | 18.617 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 1.72T | 9% |
| Annual Yield % from dividends | 0.62 | 1.26 | 49% |
| Returns for 1 year | 30.34 | 31.53 | 96% |
| Returns for 3 years | 20.58 | 25.35 | 81% |
| Returns for 5 years | 59.32 | 85.64 | 69% |
| Returns for 10 years | 53.83 | 187.59 | 29% |