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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$65.39
Change+$0.34 (+0.52%)
VolumeN/A
Net Assets170.74B
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
RICHX vs VTSMX Comparison Chart in %
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RICHX vs. VTSMX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RICHX (171B). VTSMX pays higher dividends than RICHX: VTSMX (1.09) vs RICHX (1.02). RICHX was incepted earlier than VTSMX: RICHX (10 years) vs VTSMX (33 years). RICHX (0.41) is less costly to investors than VTSMX (0.14). RICHX is a more actively managed with annual turnover of: 32.00 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 : 14.48 vs. RICHX (12.10). VTSMX return over 5 years is better than : 80.15 vs. RICHX (65.49).
| RICHX | VTSMX | RICHX / VTSMX | |
| Total Expense Ratio | 0.41 | 0.14 | 293% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 14.209 | 9.330 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171B | 1.91T | 9% |
| Annual Yield % from dividends | 1.02 | 1.09 | 94% |
| Returns for 1 year | 12.10 | 14.48 | 84% |
| Returns for 3 years | 57.10 | 55.88 | 102% |
| Returns for 5 years | 65.49 | 80.15 | 82% |
| Returns for 10 years | N/A | 218.65 | - |
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