RTMTX
Price
$67.49
Change
-$0.09 (-0.13%)
Updated
Nov 27, 6:59 PM EST
VFINX
Price
$420.82
Change
-$0.82 (-0.19%)
Updated
Nov 27, 6:59 PM EST
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Analysis and predictions RTMTX vs VFINX

Header iconRTMTX vs VFINX Comparison
Open Charts RTMTX vs VFINXBanner chart's image
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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VS
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.
RTMTXVFINXRTMTX / VFINX
Total Expense Ratio0.820.14586%
Annual Report Gross Expense Ratio0.930.14664%
Fund Existence7 years47 years-
Gain YTD18.92518.843100%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets7.46B851B1%
Annual Yield % from dividends0.651.5143%
Returns for 1 year14.1113.02108%
Returns for 3 years23.4225.0993%
Returns for 5 years63.9365.7297%
Returns for 10 yearsN/A158.09-
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