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RTDRX vs VTSMX
RTDRX vs VTSMX Comparison
Open Charts RTDRX vs VTSMX
Russell Inv Multifactor US Equity R6
Price$15.31
Change-$5.37 (-25.97%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RTDRX vs VTSMX Comparison Chart
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RTDRX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RTDRX (427M). 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 : 26.90 vs. RTDRX (23.45). VTSMX return over 5 years is better than : 84.16 vs. RTDRX (59.51).
| 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 | 26.934 | 26.352 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 427M | 1.84T | 0% |
| Annual Yield % from dividends | 0.99 | 1.26 | 78% |
| Returns for 1 year | 23.45 | 26.90 | 87% |
| Returns for 3 years | 24.57 | 27.88 | 88% |
| Returns for 5 years | 59.51 | 84.16 | 71% |
| Returns for 10 years | N/A | 192.04 | - |