Ad is loading...
RTDRX vs VTSMX
RTDRX vs VTSMX Comparison
Open Charts RTDRX vs VTSMX
Russell Inv Multifactor US Equity R6
Price$14.56
Change-$0.41 (-2.74%)
VolumeN/A
Net Assets376.81M
Vanguard Total Stock Mkt Idx I
Price$134.10
Change-$3.82 (-2.77%)
VolumeN/A
Net Assets1.81T
RTDRX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTDRX vs. VTSMX commentary
Mar 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RTDRX (377M). RTDRX (1.21) and VTSMX (1.15) 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 : 10.83 vs. RTDRX (-14.67). VTSMX return over 5 years is better than : 88.81 vs. RTDRX (27.46).
| 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 | -2.412 | -2.184 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 1.81T | 0% |
| Annual Yield % from dividends | 1.21 | 1.15 | 105% |
| Returns for 1 year | -14.67 | 10.83 | -135% |
| Returns for 3 years | -1.32 | 35.23 | -4% |
| Returns for 5 years | 27.46 | 88.81 | 31% |
| Returns for 10 years | N/A | 176.92 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...