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RICCX vs VTSMX
RICCX vs VTSMX Comparison
Open Charts RICCX vs VTSMX
American Funds Invmt Co of Amer R3
Price$57.23
Change-$1.80 (-3.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RICCX vs VTSMX Comparison Chart
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RICCX 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 RICCX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RICCX (148B). VTSMX pays higher dividends than RICCX: VTSMX (1.26) vs RICCX (0.99). RICCX was incepted earlier than VTSMX: RICCX (23 years) vs VTSMX (33 years). RICCX is a more actively managed with annual turnover of: 29.00 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 : 26.90 vs. RICCX (20.00). VTSMX return over 5 years is better than : 84.16 vs. RICCX (55.20).
| RICCX | VTSMX | RICCX / 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 | 18.590 | 26.352 | 71% |
| 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 | 0.99 | 1.26 | 78% |
| Returns for 1 year | 20.00 | 26.90 | 74% |
| Returns for 3 years | 20.42 | 27.88 | 73% |
| Returns for 5 years | 55.20 | 84.16 | 66% |
| Returns for 10 years | 48.92 | 192.04 | 25% |