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RICFX vs VTSMX
RICFX vs VTSMX Comparison
Open Charts RICFX vs VTSMX
American Funds Invmt Co of Amer R5
Price$52.84
Change-$0.20 (-0.38%)
VolumeN/A
Net Assets139.95B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
RICFX vs VTSMX Comparison Chart
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RICFX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. RICFX (140B). RICFX (1.27) and VTSMX (1.25) 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: 29.00 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 : 4.35 vs. RICFX (-0.12). VTSMX return over 5 years is better than : 80.93 vs. RICFX (58.51).
| 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 | -7.713 | -10.853 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.7T | 8% |
| Annual Yield % from dividends | 1.27 | 1.25 | 101% |
| Returns for 1 year | -0.12 | 4.35 | -3% |
| Returns for 3 years | 14.22 | 17.53 | 81% |
| Returns for 5 years | 58.51 | 80.93 | 72% |
| Returns for 10 years | 48.61 | 145.67 | 33% |