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RTDRX vs VTSMX
RTDRX vs VTSMX Comparison
Open Charts RTDRX vs VTSMX
Russell Inv Multifactor US Equity R6
Price$15.70
Change+$0.14 (+0.90%)
VolumeN/A
Net Assets403.28M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
RTDRX vs VTSMX Comparison Chart
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RTDRX 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 RTDRX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RTDRX (403M). VTSMX pays higher dividends than RTDRX: VTSMX (1.26) vs RTDRX (0.99). RTDRX was incepted earlier than VTSMX: RTDRX (9 years) vs VTSMX (33 years). RTDRX is a more actively managed with annual turnover of: 16.00 vs. VTSMX (2.00). RTDRX has a lower initial minimum investment than VTSMX: RTDRX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. RTDRX (-3.14). VTSMX return over 5 years is better than : 76.07 vs. RTDRX (17.77).
| RTDRX | VTSMX | RTDRX / 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 | 2.347 | 2.241 | 105% |
| 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 | 0.99 | 1.26 | 78% |
| Returns for 1 year | -3.14 | 25.24 | -12% |
| Returns for 3 years | -4.89 | 28.94 | -17% |
| Returns for 5 years | 17.77 | 76.07 | 23% |
| Returns for 10 years | N/A | 194.99 | - |
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