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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$94.64
Change+$0.62 (+0.66%)
VolumeN/A
Net Assets11.17B
Vanguard Total Stock Mkt Idx I
Price$162.75
Change+$1.12 (+0.69%)
VolumeN/A
Net Assets2.05T
RTLAX vs VTSMX Comparison Chart in %
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RTLAX vs. VTSMX commentary
Nov 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. RTLAX (11.2B). VTSMX pays higher dividends than RTLAX: VTSMX (1.02) vs RTLAX (0.23). RTLAX was incepted earlier than VTSMX: RTLAX (16 years) vs VTSMX (34 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 : 11.88 vs. RTLAX (9.80). VTSMX return over 5 years is better than : 78.44 vs. RTLAX (74.56).
| RTLAX | VTSMX | RTLAX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 13.396 | 15.496 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 2.05T | 1% |
| Annual Yield % from dividends | 0.23 | 1.02 | 23% |
| Returns for 1 year | 9.80 | 11.88 | 83% |
| Returns for 3 years | 62.05 | 66.49 | 93% |
| Returns for 5 years | 74.56 | 78.44 | 95% |
| Returns for 10 years | 197.98 | 222.47 | 89% |
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