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RICHX vs VTSAX
RICHX vs VTSAX Comparison
Open Charts RICHX vs VTSAX
American Funds Invmt Co of Amer R5E
Price$58.88
Change+$0.52 (+0.89%)
VolumeN/A
Net Assets156.45B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
RICHX vs VTSAX Comparison Chart
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RICHX vs. VTSAX commentary
Jan 19, 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 RICHX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. RICHX (156B). RICHX (1.40) and VTSAX (1.35) have matching dividends . RICHX was incepted earlier than VTSAX: RICHX (9 years) vs VTSAX (24 years). RICHX is a more actively managed with annual turnover of: 29.00 vs. VTSAX (2.00). RICHX has a lower initial minimum investment than VTSAX: RICHX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. RICHX (18.51). VTSAX return over 5 years is better than : 76.10 vs. RICHX (51.59).
| RICHX | VTSAX | RICHX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.222 | 2.241 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 1.78T | 9% |
| Annual Yield % from dividends | 1.40 | 1.35 | 104% |
| Returns for 1 year | 18.51 | 25.26 | 73% |
| Returns for 3 years | 21.48 | 28.96 | 74% |
| Returns for 5 years | 51.59 | 76.10 | 68% |
| Returns for 10 years | N/A | 195.63 | - |
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