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RTMTX vs VITSX
RTMTX vs VITSX Comparison
Open Charts RTMTX vs VITSX
Russell Inv Tax-Managed US Large Cap M
Price$75.44
Change-$2.74 (-3.50%)
VolumeN/A
Net Assets8.99B
Vanguard Total Stock Market Idx I
Price$125.29
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
RTMTX vs VITSX Comparison Chart
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RTMTX vs. VITSX commentary
Apr 12, 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 Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. RTMTX (8.99B). VITSX pays higher dividends than RTMTX: VITSX (1.36) vs RTMTX (0.59). RTMTX was incepted earlier than VITSX: RTMTX (8 years) vs VITSX (28 years). RTMTX (0.91) is less costly to investors than VITSX (0.03). RTMTX is a more actively managed with annual turnover of: 19.00 vs. VITSX (2.00). RTMTX has a lower initial minimum investment than VITSX: RTMTX (0) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 4.73 vs. RTMTX (2.66). VITSX (92.18) and RTMTX (89.88) have equivalent 5 years return.
| RTMTX | VITSX | RTMTX / VITSX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.91 | 0.03 | 3,033% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -7.392 | -7.883 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 1.7T | 1% |
| Annual Yield % from dividends | 0.59 | 1.36 | 43% |
| Returns for 1 year | 2.66 | 4.73 | 56% |
| Returns for 3 years | 21.81 | 20.97 | 104% |
| Returns for 5 years | 89.88 | 92.18 | 98% |
| Returns for 10 years | N/A | 155.13 | - |
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