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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$84.01
Change-$0.18 (-0.21%)
VolumeN/A
Net Assets10.76B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
RTLCX vs VTSMX Comparison Chart in %
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RTLCX vs. VTSMX commentary
Sep 06, 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: 1.95T vs. RTLCX (10.8B). VTSMX pays higher dividends than RTLCX: VTSMX (1.07) 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 : 18.26 vs. RTLCX (14.11). VTSMX return over 5 years is better than : 85.31 vs. RTLCX (74.29).
| 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 | 8.849 | 10.550 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.95T | 1% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 14.11 | 18.26 | 77% |
| Returns for 3 years | 59.29 | 63.95 | 93% |
| Returns for 5 years | 74.29 | 85.31 | 87% |
| Returns for 10 years | 192.41 | 224.80 | 86% |
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