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Analysis and predictions RTMTX vs VFINX
RTMTX vs VFINX Comparison
Open Charts RTMTX vs VFINX
Russell Inv Tax-Managed US Large Cap M
Price$67.49
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$420.82
Change-$0.82 (-0.19%)
VolumeN/A
CapitalizationN/A
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RTMTX vs VFINX Comparison Chart
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RTMTX vs. VFINX commentary
Nov 28, 2023
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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 851B vs. RTMTX (7.46B). VFINX pays higher dividends than RTMTX: VFINX (1.51) vs RTMTX (0.65). RTMTX was incepted earlier than VFINX: RTMTX (7 years) vs VFINX (47 years). RTMTX (0.93) is less costly to investors than VFINX (0.14). RTMTX is a more actively managed with annual turnover of: 46.00 vs. VFINX (2.00). RTMTX (0) and VFINX (0) have matching initial minimum investment requirements. RTMTX annual gain was more profitable for investors over the last year : 14.11 vs. VFINX (13.02). VFINX (65.72) and RTMTX (63.93) have equivalent 5 years return.
| RTMTX | VFINX | RTMTX / VFINX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 7 years | 47 years | - |
| Gain YTD | 18.925 | 18.843 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46B | 851B | 1% |
| Annual Yield % from dividends | 0.65 | 1.51 | 43% |
| Returns for 1 year | 14.11 | 13.02 | 108% |
| Returns for 3 years | 23.42 | 25.09 | 93% |
| Returns for 5 years | 63.93 | 65.72 | 97% |
| Returns for 10 years | N/A | 158.09 | - |
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