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RTDRX vs VTSMX
RTDRX vs VTSMX Comparison
Open Charts RTDRX vs VTSMX
Russell Inv Multifactor US Equity R6
Price$13.95
Change+$0.23 (+1.68%)
VolumeN/A
Net Assets347.09M
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
RTDRX vs VTSMX Comparison Chart
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RTDRX vs. VTSMX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RTDRX (347M). RTDRX (1.26) and VTSMX (1.25) have matching dividends . RTDRX was incepted earlier than VTSMX: RTDRX (9 years) vs VTSMX (33 years). RTDRX (0.48) is less costly to investors than VTSMX (0.14). RTDRX is a more actively managed with annual turnover of: 19.00 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 : 3.51 vs. RTDRX (-20.36). VTSMX return over 5 years is better than : 83.68 vs. RTDRX (27.49).
| RTDRX | VTSMX | RTDRX / VTSMX | |
| Total Expense Ratio | 0.46 | 0.14 | 329% |
| Annual Report Gross Expense Ratio | 0.48 | 0.14 | 343% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | -10.308 | -10.527 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 1.7T | 0% |
| Annual Yield % from dividends | 1.26 | 1.25 | 101% |
| Returns for 1 year | -20.36 | 3.51 | -580% |
| Returns for 3 years | -10.96 | 21.32 | -51% |
| Returns for 5 years | 27.49 | 83.68 | 33% |
| Returns for 10 years | N/A | 144.72 | - |
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