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RTDTX vs VTSMX
RTDTX vs VTSMX Comparison
Open Charts RTDTX vs VTSMX
Russell Inv Multifactor US Equity M
Price$13.98
Change-$0.76 (-5.16%)
VolumeN/A
Net Assets368.56M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
RTDTX vs VTSMX Comparison Chart
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RTDTX vs. VTSMX commentary
Apr 04, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RTDTX (369M). 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 : 8.05 vs. RTDTX (-16.95). VTSMX return over 5 years is better than : 126.23 vs. RTDTX (56.17).
| 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 | -3.645 | -3.986 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 1.81T | 0% |
| Annual Yield % from dividends | 1.22 | 1.25 | 98% |
| Returns for 1 year | -16.95 | 8.05 | -211% |
| Returns for 3 years | -10.09 | 21.01 | -48% |
| Returns for 5 years | 56.17 | 126.23 | 44% |
| Returns for 10 years | 42.00 | 166.80 | 25% |
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