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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$73.89
Change+$0.45 (+0.61%)
VolumeN/A
Net Assets9.29B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
RTLCX vs VTSMX Comparison Chart
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RTLCX vs. VTSMX commentary
May 09, 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: 1.72T vs. RTLCX (9.29B). 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 (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 : 7.85 vs. RTLCX (4.93). VTSMX return over 5 years is better than : 87.92 vs. RTLCX (79.26).
| 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 | -4.263 | -4.660 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 1.72T | 1% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 4.93 | 7.85 | 63% |
| Returns for 3 years | 36.99 | 39.37 | 94% |
| Returns for 5 years | 79.26 | 87.92 | 90% |
| Returns for 10 years | 141.79 | 162.78 | 87% |
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