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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$78.42
Change-$1.44 (-1.80%)
VolumeN/A
Net Assets9.84B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
RTLCX vs VTSMX Comparison Chart
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RTLCX vs. VTSMX commentary
Feb 23, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RTLCX (9.84B). 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). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. RTLCX (14.03). VTSMX return over 5 years is better than : 74.84 vs. RTLCX (67.42).
| 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 | 1.607 | 2.121 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 1.84T | 1% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 14.03 | 17.60 | 80% |
| Returns for 3 years | 33.12 | 36.78 | 90% |
| Returns for 5 years | 67.42 | 74.84 | 90% |
| Returns for 10 years | 156.11 | 180.15 | 87% |
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