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RTDRX vs VTSMX
RTDRX vs VTSMX Comparison
Open Charts RTDRX vs VTSMX
Russell Inv Multifactor US Equity R6
Price$15.36
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets370.52M
Vanguard Total Stock Mkt Idx I
Price$140.85
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
RTDRX vs VTSMX Comparison Chart
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RTDRX vs. VTSMX commentary
May 15, 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: 1.72T vs. RTDRX (371M). RTDRX pays higher dividends than VTSMX: RTDRX (1.33) vs VTSMX (1.26). 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 : 11.42 vs. RTDRX (-13.28). VTSMX return over 5 years is better than : 101.50 vs. RTDRX (41.62).
| 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 | 0.348 | -0.851 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 1.72T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | -13.28 | 11.42 | -116% |
| Returns for 3 years | 4.71 | 43.31 | 11% |
| Returns for 5 years | 41.62 | 101.50 | 41% |
| Returns for 10 years | N/A | 170.93 | - |