Interact to see
Advertisement
Advertisement
RTLAX vs VTSMX
RTLAX vs VTSMX Comparison
Open Charts RTLAX vs VTSMX
Russell Inv Tax-Managed US Large Cap A
Price$91.54
Change+$0.26 (+0.28%)
VolumeN/A
Net Assets10.65B
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
RTLAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTLAX vs. VTSMX commentary
Aug 29, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RTLAX (10.7B). VTSMX pays higher dividends than RTLAX: VTSMX (1.09) vs RTLAX (0.25). 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 : 15.91 vs. RTLAX (13.51). VTSMX return over 5 years is better than : 80.22 vs. RTLAX (75.94).
| 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 | 9.681 | 10.125 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.91T | 1% |
| Annual Yield % from dividends | 0.25 | 1.09 | 23% |
| Returns for 1 year | 13.51 | 15.91 | 85% |
| Returns for 3 years | 57.90 | 58.13 | 100% |
| Returns for 5 years | 75.94 | 80.22 | 95% |
| Returns for 10 years | 204.82 | 223.55 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement