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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$77.12
Change-$2.21 (-2.79%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RTLCX vs VTSMX Comparison Chart
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RTLCX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RTLCX (9.92B). VTSMX pays higher dividends than RTLCX: VTSMX (1.26) vs RTLCX (0.00). RTLCX was incepted earlier than VTSMX: RTLCX (25 years) vs VTSMX (33 years). RTLCX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RTLCX has a lower initial minimum investment than VTSMX: RTLCX (0) vs VTSMX (3000). RTLCX (22.73) and VTSMX (22.04) have marching annual gain over last year. VTSMX (77.48) and RTLCX (75.28) have equivalent 5 years return.
| RTLCX | VTSMX | RTLCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 22.574 | 22.383 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 1.84T | 1% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 22.73 | 22.04 | 103% |
| Returns for 3 years | 24.97 | 23.86 | 105% |
| Returns for 5 years | 75.28 | 77.48 | 97% |
| Returns for 10 years | 153.61 | 182.87 | 84% |
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