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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$57.46
Change-$1.82 (-3.07%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RICHX vs VTSMX Comparison Chart
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RICHX vs. VTSMX commentary
Dec 19, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RICHX (148B). 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 : 26.90 vs. RICHX (20.65). VTSMX return over 5 years is better than : 84.16 vs. RICHX (57.64).
| 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 | 19.215 | 26.352 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.84T | 8% |
| Annual Yield % from dividends | 1.40 | 1.26 | 111% |
| Returns for 1 year | 20.65 | 26.90 | 77% |
| Returns for 3 years | 21.69 | 27.88 | 78% |
| Returns for 5 years | 57.64 | 84.16 | 68% |
| Returns for 10 years | N/A | 192.04 | - |