Ad is loading...
RICCX vs VTSMX
RICCX vs VTSMX Comparison
Open Charts RICCX vs VTSMX
American Funds Invmt Co of Amer R3
Price$56.73
Change+$0.25 (+0.44%)
VolumeN/A
Net Assets149.77B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
RICCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RICCX vs. VTSMX commentary
May 09, 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 RICCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RICCX (150B). VTSMX pays higher dividends than RICCX: VTSMX (1.26) vs RICCX (0.69). RICCX was incepted earlier than VTSMX: RICCX (23 years) vs VTSMX (33 years). RICCX (0.91) is less costly to investors than VTSMX (0.14). RICCX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). RICCX has a lower initial minimum investment than VTSMX: RICCX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. RICCX (3.77). VTSMX return over 5 years is better than : 87.92 vs. RICCX (63.83).
| RICCX | VTSMX | RICCX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.914 | -4.660 | 20% |
| 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 | 0.69 | 1.26 | 55% |
| Returns for 1 year | 3.77 | 7.85 | 48% |
| Returns for 3 years | 33.87 | 39.37 | 86% |
| Returns for 5 years | 63.83 | 87.92 | 73% |
| Returns for 10 years | 54.57 | 162.78 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...