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RTMTX vs VFINX
RTMTX vs VFINX Comparison
Open Charts RTMTX vs VFINX
Russell Inv Tax-Managed US Large Cap M
Price$81.04
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets9.34B
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
RTMTX vs VFINX Comparison Chart
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RTMTX vs. VFINX commentary
May 11, 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 RTMTX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. RTMTX (9.34B). VFINX pays higher dividends than RTMTX: VFINX (1.25) vs RTMTX (0.60). RTMTX was incepted earlier than VFINX: RTMTX (8 years) vs VFINX (49 years). RTMTX (0.91) is less costly to investors than VFINX (0.14). RTMTX is a more actively managed with annual turnover of: 19.00 vs. VFINX (2.00). RTMTX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.59 vs. RTMTX (5.25). VFINX return over 5 years is better than : 93.15 vs. RTMTX (86.23).
| RTMTX | VFINX | RTMTX / VFINX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | -4.004 | -3.683 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 1.34T | 1% |
| Annual Yield % from dividends | 0.60 | 1.25 | 48% |
| Returns for 1 year | 5.25 | 8.59 | 61% |
| Returns for 3 years | 40.05 | 41.54 | 96% |
| Returns for 5 years | 86.23 | 93.15 | 93% |
| Returns for 10 years | N/A | 169.87 | - |
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