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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$84.31
Change-$1.08 (-1.26%)
VolumeN/A
Net Assets9.87B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. RTLAX (9.87B). VTSMX pays higher dividends than RTLAX: VTSMX (1.18) vs RTLAX (0.26). 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 : 10.06 vs. RTLAX (7.83). VTSMX (91.36) and RTLAX (87.18) have equivalent 5 years return.
| 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 | 1.018 | 1.349 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 1.82T | 1% |
| Annual Yield % from dividends | 0.26 | 1.18 | 22% |
| Returns for 1 year | 7.83 | 10.06 | 78% |
| Returns for 3 years | 55.68 | 57.59 | 97% |
| Returns for 5 years | 87.18 | 91.36 | 95% |
| Returns for 10 years | 165.37 | 178.92 | 92% |
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