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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$60.38
Change+$0.43 (+0.72%)
VolumeN/A
Net Assets159.07B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
RICHX vs VTSMX Comparison Chart
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RICHX vs. VTSMX commentary
Jan 31, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RICHX (159B). 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 : 24.48 vs. RICHX (19.88). VTSMX return over 5 years is better than : 83.05 vs. RICHX (61.47).
| 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 | 4.826 | 2.986 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 1.78T | 9% |
| Annual Yield % from dividends | 1.40 | 1.26 | 111% |
| Returns for 1 year | 19.88 | 24.48 | 81% |
| Returns for 3 years | 26.21 | 31.83 | 82% |
| Returns for 5 years | 61.47 | 83.05 | 74% |
| Returns for 10 years | N/A | 196.61 | - |
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