Ad is loading...
RTLCX vs VTSMX
RTLCX vs VTSMX Comparison
Open Charts RTLCX vs VTSMX
Russell Inv Tax-Managed US Large Cap C
Price$68.79
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets8.69B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
RTLCX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTLCX vs. VTSMX commentary
Apr 18, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RTLCX (8.69B). VTSMX pays higher dividends than RTLCX: VTSMX (1.25) vs RTLCX (0.00). RTLCX was incepted earlier than VTSMX: RTLCX (25 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 : 4.35 vs. RTLCX (0.34). VTSMX return over 5 years is better than : 80.93 vs. RTLCX (70.75).
| 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 | 25 years | 33 years | - |
| Gain YTD | -10.754 | -10.853 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 1.7T | 1% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 0.34 | 4.35 | 8% |
| Returns for 3 years | 15.36 | 17.53 | 88% |
| Returns for 5 years | 70.75 | 80.93 | 87% |
| Returns for 10 years | 128.23 | 145.67 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers