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RTLCX vs VFINX
RTLCX vs VFINX Comparison
Open Charts RTLCX vs VFINX
Russell Inv Tax-Managed US Large Cap C
Price$73.89
Change+$0.45 (+0.61%)
VolumeN/A
Net Assets9.29B
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
RTLCX vs VFINX Comparison Chart
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RTLCX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. RTLCX (9.29B). VFINX pays higher dividends than RTLCX: VFINX (1.25) vs RTLCX (0.00). RTLCX was incepted earlier than VFINX: RTLCX (25 years) vs VFINX (49 years). RTLCX (1.91) is less costly to investors than VFINX (0.14). RTLCX is a more actively managed with annual turnover of: 19.00 vs. VFINX (2.00). RTLCX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. RTLCX (4.30). VFINX return over 5 years is better than : 92.15 vs. RTLCX (78.17).
| RTLCX | VFINX | RTLCX / VFINX | |
| Total Expense Ratio | 1.91 | 0.14 | 1,364% |
| Annual Report Gross Expense Ratio | 1.91 | 0.14 | 1,364% |
| Fund Existence | 25 years | 49 years | - |
| Gain YTD | -4.846 | -4.186 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 1.34T | 1% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 4.30 | 8.59 | 50% |
| Returns for 3 years | 31.71 | 41.15 | 77% |
| Returns for 5 years | 78.17 | 92.15 | 85% |
| Returns for 10 years | 139.22 | 167.70 | 83% |
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