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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$76.48
Change-$3.93 (-4.89%)
VolumeN/A
Net Assets9.36B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
RTLAX vs VTSMX Comparison Chart
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RTLAX vs. VTSMX commentary
Apr 04, 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: 1.81T vs. RTLAX (9.36B). 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 : 8.05 vs. RTLAX (5.61). VTSMX return over 5 years is better than : 126.23 vs. RTLAX (119.63).
| 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 | -3.654 | -3.986 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 1.81T | 1% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | 5.61 | 8.05 | 70% |
| Returns for 3 years | 21.69 | 21.01 | 103% |
| Returns for 5 years | 119.63 | 126.23 | 95% |
| Returns for 10 years | 155.33 | 166.80 | 93% |
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