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RTDAX vs VTSMX
RTDAX vs VTSMX Comparison
Open Charts RTDAX vs VTSMX
Russell Inv Multifactor US Equity A
Price$13.83
Change-$0.75 (-5.14%)
VolumeN/A
Net Assets368.56M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
RTDAX vs VTSMX Comparison Chart
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RTDAX vs. VTSMX commentary
Apr 05, 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 RTDAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RTDAX (369M). VTSMX pays higher dividends than RTDAX: VTSMX (1.25) vs RTDAX (0.81). RTDAX was incepted earlier than VTSMX: RTDAX (7 years) vs VTSMX (33 years). RTDAX (0.88) is less costly to investors than VTSMX (0.14). RTDAX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTDAX has a lower initial minimum investment than VTSMX: RTDAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. RTDAX (-17.50). VTSMX return over 5 years is better than : 126.23 vs. RTDAX (53.56).
| RTDAX | VTSMX | RTDAX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.88 | 0.14 | 629% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | -3.791 | -3.986 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.81T | 0% |
| Annual Yield % from dividends | 0.81 | 1.25 | 65% |
| Returns for 1 year | -17.50 | 8.05 | -218% |
| Returns for 3 years | -11.24 | 21.01 | -53% |
| Returns for 5 years | 53.56 | 126.23 | 42% |
| Returns for 10 years | N/A | 166.80 | - |
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