Ad is loading...
RTLCX vs VSMPX
RTLCX vs VSMPX Comparison
Open Charts RTLCX vs VSMPX
Russell Inv Tax-Managed US Large Cap C
Price$73.89
Change+$0.45 (+0.61%)
VolumeN/A
Net Assets9.29B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
RTLCX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTLCX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RTLCX (9.29B). VSMPX pays higher dividends than RTLCX: VSMPX (1.37) vs RTLCX (0.00). RTLCX was incepted earlier than VSMPX: RTLCX (25 years) vs VSMPX (10 years). RTLCX (1.91) is less costly to investors than VSMPX (0.02). RTLCX is a more actively managed with annual turnover of: 19.00 vs. VSMPX (2.00). RTLCX has a lower initial minimum investment than VSMPX: RTLCX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. RTLCX (4.93). VSMPX return over 5 years is better than : 88.00 vs. RTLCX (79.26).
| RTLCX | VSMPX | RTLCX / VSMPX | |
| Total Expense Ratio | 1.91 | 0.02 | 9,550% |
| Annual Report Gross Expense Ratio | 1.91 | 0.02 | 9,550% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -4.263 | -4.649 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 1.72T | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 4.93 | 7.86 | 63% |
| Returns for 3 years | 36.99 | 39.43 | 94% |
| Returns for 5 years | 79.26 | 88.00 | 90% |
| Returns for 10 years | 141.79 | 155.00 | 91% |
View a ticker or compare two or three
VS
VS
Ad is loading...