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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$60.27
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RICHX vs VTSMX Comparison Chart
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RICHX vs. VTSMX commentary
Sep 21, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RICHX (149B). RICHX pays higher dividends than VTSMX: RICHX (1.40) vs VTSMX (1.26). RICHX was incepted earlier than VTSMX: RICHX (9 years) vs VTSMX (32 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). RICHX (26.25) and VTSMX (25.89) have marching annual gain over last year. VTSMX return over 5 years is better than : 82.93 vs. RICHX (61.18).
| RICHX | VTSMX | RICHX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 18.944 | 16.884 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.72T | 9% |
| Annual Yield % from dividends | 1.40 | 1.26 | 111% |
| Returns for 1 year | 26.25 | 25.89 | 101% |
| Returns for 3 years | 19.11 | 21.33 | 90% |
| Returns for 5 years | 61.18 | 82.93 | 74% |
| Returns for 10 years | N/A | 178.97 | - |
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