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RTDTX vs VTSMX
RTDTX vs VTSMX Comparison
Open Charts RTDTX vs VTSMX
Russell Inv Multifactor US Equity M
Price$13.95
Change+$0.22 (+1.60%)
VolumeN/A
Net Assets347.09M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
RTDTX vs VTSMX Comparison Chart
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RTDTX vs. VTSMX commentary
Apr 25, 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 RTDTX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RTDTX (347M). VTSMX (1.25) and RTDTX (1.22) have matching dividends . RTDTX was incepted earlier than VTSMX: RTDTX (10 years) vs VTSMX (33 years). RTDTX (0.63) is less costly to investors than VTSMX (0.14). RTDTX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTDTX has a lower initial minimum investment than VTSMX: RTDTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 3.51 vs. RTDTX (-20.34). VTSMX return over 5 years is better than : 83.68 vs. RTDTX (27.50).
| RTDTX | VTSMX | RTDTX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.63 | 0.14 | 450% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -10.247 | -10.527 | 97% |
| 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 | 1.22 | 1.25 | 98% |
| Returns for 1 year | -20.34 | 3.51 | -580% |
| Returns for 3 years | -11.01 | 21.32 | -52% |
| Returns for 5 years | 27.50 | 83.68 | 33% |
| Returns for 10 years | 28.89 | 144.72 | 20% |
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