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RTLAX vs VTSMX
RTLAX vs VTSMX Comparison
Open Charts RTLAX vs VTSMX
Russell Inv Tax-Managed US Large Cap A
Price$84.89
Change-$1.56 (-1.80%)
VolumeN/A
Net Assets9.84B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
Feb 23, 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 RTLAX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RTLAX (9.84B). VTSMX pays higher dividends than RTLAX: VTSMX (1.26) vs RTLAX (0.31). RTLAX was incepted earlier than VTSMX: RTLAX (15 years) vs VTSMX (33 years). RTLAX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RTLAX has a lower initial minimum investment than VTSMX: RTLAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. RTLAX (14.89). VTSMX (74.84) and RTLAX (72.73) have equivalent 5 years return.
| RTLAX | VTSMX | RTLAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 1.713 | 2.121 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 1.84T | 1% |
| Annual Yield % from dividends | 0.31 | 1.26 | 24% |
| Returns for 1 year | 14.89 | 17.60 | 85% |
| Returns for 3 years | 35.66 | 36.78 | 97% |
| Returns for 5 years | 72.73 | 74.84 | 97% |
| Returns for 10 years | 166.28 | 180.15 | 92% |
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