RTLAX
Price
$77.96
Change
+$0.43 (+0.55%)
Updated
Apr 25 closing price
Net Assets
9.09B
VTSMX
Price
$131.78
Change
+$0.87 (+0.66%)
Updated
Apr 25 closing price
Net Assets
1.7T
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RTLAX vs VTSMX

Header iconRTLAX vs VTSMX Comparison
Open Charts RTLAX vs VTSMXBanner chart's image
Russell Inv Tax-Managed US Large Cap A
Price$77.96
Change+$0.43 (+0.55%)
VolumeN/A
Net Assets9.09B
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
Apr 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RTLAX (9.09B). VTSMX pays higher dividends than RTLAX: VTSMX (1.25) 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 : 8.68 vs. RTLAX (5.35). VTSMX return over 5 years is better than : 91.92 vs. RTLAX (86.06).
RTLAXVTSMXRTLAX / VTSMX
Total Expense Ratio1.160.14829%
Annual Report Gross Expense Ratio1.160.14829%
Fund Existence15 years33 years-
Gain YTD-6.590-6.512101%
Front Load6%N/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.09B1.7T1%
Annual Yield % from dividends0.281.2522%
Returns for 1 year5.358.6862%
Returns for 3 years29.6729.71100%
Returns for 5 years86.0691.9294%
Returns for 10 years144.09156.4292%
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