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RTLAX vs VSMPX
RTLAX vs VSMPX Comparison
Open Charts RTLAX vs VSMPX
Russell Inv Tax-Managed US Large Cap A
Price$82.15
Change-$0.32 (-0.39%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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RTLAX vs VSMPX Comparison Chart
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RTLAX vs. VSMPX commentary
Sep 21, 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 RTLAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RTLAX (9.4B). VSMPX pays higher dividends than RTLAX: VSMPX (1.36) vs RTLAX (0.31). RTLAX was incepted earlier than VSMPX: RTLAX (14 years) vs VSMPX (9 years). RTLAX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). RTLAX has a lower initial minimum investment than VSMPX: RTLAX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. RTLAX (29.99). VSMPX (85.73) and RTLAX (85.36) have equivalent 5 years return.
| RTLAX | VSMPX | RTLAX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 17.964 | 18.661 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.4B | 1.72T | 1% |
| Annual Yield % from dividends | 0.31 | 1.36 | 22% |
| Returns for 1 year | 29.99 | 31.58 | 95% |
| Returns for 3 years | 27.26 | 25.38 | 107% |
| Returns for 5 years | 85.36 | 85.73 | 100% |
| Returns for 10 years | 162.18 | N/A | - |
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