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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$62.67
Change-$0.10 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
RICHX vs VTSMX Comparison Chart
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RICHX vs. VTSMX commentary
Nov 14, 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 RICHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. RICHX (157B). RICHX pays higher dividends than VTSMX: RICHX (1.40) vs VTSMX (1.26). RICHX was incepted earlier than VTSMX: RICHX (9 years) vs VTSMX (33 years). RICHX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). RICHX has a lower initial minimum investment than VTSMX: RICHX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 36.46 vs. RICHX (33.23). VTSMX return over 5 years is better than : 89.01 vs. RICHX (65.48).
| RICHX | VTSMX | RICHX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 25.883 | 24.948 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 1.73T | 9% |
| Annual Yield % from dividends | 1.40 | 1.26 | 111% |
| Returns for 1 year | 33.23 | 36.46 | 91% |
| Returns for 3 years | 19.98 | 22.89 | 87% |
| Returns for 5 years | 65.48 | 89.01 | 74% |
| Returns for 10 years | N/A | 193.59 | - |