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RTLCX vs VFIAX
RTLCX vs VFIAX Comparison
Open Charts RTLCX vs VFIAX
Russell Inv Tax-Managed US Large Cap C
Price$73.89
Change+$0.45 (+0.61%)
VolumeN/A
Net Assets9.29B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
RTLCX vs VFIAX Comparison Chart
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RTLCX vs. VFIAX commentary
May 09, 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 RTLCX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. RTLCX (9.29B). VFIAX pays higher dividends than RTLCX: VFIAX (1.36) vs RTLCX (0.00). RTLCX was incepted earlier than VFIAX: RTLCX (25 years) vs VFIAX (25 years). RTLCX (1.91) is less costly to investors than VFIAX (0.04). RTLCX is a more actively managed with annual turnover of: 19.00 vs. VFIAX (2.00). RTLCX has a lower initial minimum investment than VFIAX: RTLCX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. RTLCX (4.30). VFIAX return over 5 years is better than : 92.14 vs. RTLCX (78.17).
| RTLCX | VFIAX | RTLCX / VFIAX | |
| Total Expense Ratio | 1.91 | 0.04 | 4,775% |
| Annual Report Gross Expense Ratio | 1.91 | 0.04 | 4,775% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -4.846 | -4.178 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 1.34T | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 4.30 | 8.60 | 50% |
| Returns for 3 years | 31.71 | 41.15 | 77% |
| Returns for 5 years | 78.17 | 92.14 | 85% |
| Returns for 10 years | 139.22 | 167.68 | 83% |
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