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RICFX vs VTSMX
RICFX vs VTSMX Comparison
Open Charts RICFX vs VTSMX
American Funds Invmt Co of Amer R5
Price$57.06
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
RICFX vs VTSMX Comparison Chart
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RICFX 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 RICFX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RICFX (150B). RICFX (1.27) and VTSMX (1.26) have matching dividends . RICFX was incepted earlier than VTSMX: RICFX (23 years) vs VTSMX (33 years). RICFX (0.31) is less costly to investors than VTSMX (0.14). RICFX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). RICFX has a lower initial minimum investment than VTSMX: RICFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. RICFX (4.42). VTSMX return over 5 years is better than : 87.92 vs. RICFX (67.24).
| RICFX | VTSMX | RICFX / VTSMX | |
| Total Expense Ratio | 0.31 | 0.14 | 221% |
| Annual Report Gross Expense Ratio | 0.31 | 0.14 | 221% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.719 | -4.660 | 15% |
| 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 | 1.27 | 1.26 | 101% |
| Returns for 1 year | 4.42 | 7.85 | 56% |
| Returns for 3 years | 35.73 | 39.37 | 91% |
| Returns for 5 years | 67.24 | 87.92 | 76% |
| Returns for 10 years | 57.90 | 162.78 | 36% |
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