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RTLCX vs VTSMX
RTLCX vs VTSMX Comparison
Open Charts RTLCX vs VTSMX
Russell Inv Tax-Managed US Large Cap C
Price$78.29
Change+$0.79 (+1.02%)
VolumeN/A
Net Assets9.84B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
RTLCX vs VTSMX Comparison Chart
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RTLCX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RTLCX (9.84B). VTSMX pays higher dividends than RTLCX: VTSMX (1.18) vs RTLCX (0.00). RTLCX was incepted earlier than VTSMX: RTLCX (26 years) vs VTSMX (33 years). RTLCX (1.91) is less costly to investors than VTSMX (0.14). RTLCX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTLCX has a lower initial minimum investment than VTSMX: RTLCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. RTLCX (8.87). VTSMX return over 5 years is better than : 80.94 vs. RTLCX (74.56).
| RTLCX | VTSMX | RTLCX / VTSMX | |
| Total Expense Ratio | 1.91 | 0.14 | 1,364% |
| Annual Report Gross Expense Ratio | 1.91 | 0.14 | 1,364% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 1.438 | 0.817 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 1.82T | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 8.87 | 10.96 | 81% |
| Returns for 3 years | 37.98 | 40.34 | 94% |
| Returns for 5 years | 74.56 | 80.94 | 92% |
| Returns for 10 years | 159.24 | 179.94 | 88% |
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