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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$81.94
Change-$0.59 (-0.71%)
VolumeN/A
Net Assets9.65B
Vanguard Total Stock Mkt Idx I
Price$138.67
Change-$0.89 (-0.64%)
VolumeN/A
Net Assets1.72T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
May 24, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RTLAX (9.65B). VTSMX pays higher dividends than RTLAX: VTSMX (1.26) vs RTLAX (0.28). RTLAX was incepted earlier than VTSMX: RTLAX (15 years) vs VTSMX (33 years). RTLAX (1.16) is less costly to investors than VTSMX (0.14). RTLAX is a more actively managed with annual turnover of: 19.00 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 : 9.50 vs. RTLAX (6.65). VTSMX return over 5 years is better than : 92.91 vs. RTLAX (88.13).
| RTLAX | VTSMX | RTLAX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -1.114 | -0.985 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.65B | 1.72T | 1% |
| Annual Yield % from dividends | 0.28 | 1.26 | 22% |
| Returns for 1 year | 6.65 | 9.50 | 70% |
| Returns for 3 years | 43.17 | 44.74 | 96% |
| Returns for 5 years | 88.13 | 92.91 | 95% |
| Returns for 10 years | 156.72 | 169.81 | 92% |
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