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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$62.58
Change+$0.41 (+0.66%)
VolumeN/A
Net Assets164.17B
Vanguard Total Stock Mkt Idx I
Price$147.61
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
RICHX vs VTSMX Comparison Chart in %
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RICHX vs. VTSMX commentary
Jun 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: 1.82T vs. RICHX (164B). VTSMX pays higher dividends than RICHX: VTSMX (1.18) vs RICHX (1.10). 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 : 12.21 vs. RICHX (10.58). VTSMX return over 5 years is better than : 99.40 vs. RICHX (79.04).
| 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 | 9.301 | 4.222 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 1.82T | 9% |
| Annual Yield % from dividends | 1.10 | 1.18 | 92% |
| Returns for 1 year | 10.58 | 12.21 | 87% |
| Returns for 3 years | 57.20 | 58.73 | 97% |
| Returns for 5 years | 79.04 | 99.40 | 80% |
| Returns for 10 years | N/A | 192.45 | - |