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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$85.13
Change+$0.68 (+0.81%)
VolumeN/A
Net Assets9.85B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RTLAX (9.85B). 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 : 25.24 vs. RTLAX (22.33). VTSMX (76.07) and RTLAX (73.57) 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 | 2.001 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.85B | 1.78T | 1% |
| Annual Yield % from dividends | 0.31 | 1.26 | 24% |
| Returns for 1 year | 22.33 | 25.24 | 88% |
| Returns for 3 years | 27.91 | 28.94 | 96% |
| Returns for 5 years | 73.57 | 76.07 | 97% |
| Returns for 10 years | 181.52 | 194.99 | 93% |
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