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RTDAX vs VTSMX
RTDAX vs VTSMX Comparison
Open Charts RTDAX vs VTSMX
Russell Inv Multifactor US Equity A
Price$15.54
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets403.28M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
RTDAX vs VTSMX Comparison Chart
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RTDAX vs. VTSMX commentary
Jan 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RTDAX (403M). VTSMX pays higher dividends than RTDAX: VTSMX (1.26) vs RTDAX (0.64). RTDAX was incepted earlier than VTSMX: RTDAX (7 years) vs VTSMX (33 years). RTDAX is a more actively managed with annual turnover of: 16.00 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 : 25.24 vs. RTDAX (-3.74). VTSMX return over 5 years is better than : 76.07 vs. RTDAX (15.96).
| RTDAX | VTSMX | RTDAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 2.372 | 2.241 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.78T | 0% |
| Annual Yield % from dividends | 0.64 | 1.26 | 51% |
| Returns for 1 year | -3.74 | 25.24 | -15% |
| Returns for 3 years | -6.00 | 28.94 | -21% |
| Returns for 5 years | 15.96 | 76.07 | 21% |
| Returns for 10 years | N/A | 194.99 | - |
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