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RTDRX vs VSMPX
RTDRX vs VSMPX Comparison
Open Charts RTDRX vs VSMPX
Russell Inv Multifactor US Equity R6
Price$13.97
Change-$0.76 (-5.16%)
VolumeN/A
Net Assets368.56M
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
RTDRX vs VSMPX Comparison Chart
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RTDRX vs. VSMPX commentary
Apr 04, 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 RTDRX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. RTDRX (369M). VSMPX pays higher dividends than RTDRX: VSMPX (1.37) vs RTDRX (1.26). RTDRX was incepted earlier than VSMPX: RTDRX (9 years) vs VSMPX (10 years). RTDRX (0.48) is less costly to investors than VSMPX (0.02). RTDRX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). RTDRX has a lower initial minimum investment than VSMPX: RTDRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. RTDRX (-16.97). VSMPX return over 5 years is better than : 126.31 vs. RTDRX (56.17).
| RTDRX | VSMPX | RTDRX / VSMPX | |
| Total Expense Ratio | 0.46 | 0.02 | 2,300% |
| Annual Report Gross Expense Ratio | 0.48 | 0.02 | 2,400% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -3.705 | -3.987 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.81T | 0% |
| Annual Yield % from dividends | 1.26 | 1.37 | 92% |
| Returns for 1 year | -16.97 | 8.06 | -211% |
| Returns for 3 years | -10.09 | 21.05 | -48% |
| Returns for 5 years | 56.17 | 126.31 | 44% |
| Returns for 10 years | N/A | N/A | - |