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RTMTX vs VSMPX ᐉ Comparison: Which is Better to Invest?
RTMTX vs VSMPX Comparison
Open Charts RTMTX vs VSMPX
Russell Inv Tax-Managed US Large Cap M
Price$67.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$205.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RTMTX vs VSMPX Comparison Chart
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RTMTX vs. VSMPX commentary
Nov 29, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.27T vs. RTMTX (7.45B). VSMPX pays higher dividends than RTMTX: VSMPX (1.62) vs RTMTX (0.65). RTMTX was incepted earlier than VSMPX: RTMTX (7 years) vs VSMPX (9 years). RTMTX (0.93) is less costly to investors than VSMPX (0.02). RTMTX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (3.00). RTMTX has a lower initial minimum investment than VSMPX: RTMTX (0) vs VSMPX (100000000). RTMTX annual gain was more profitable for investors over the last year : 15.90 vs. VSMPX (13.89). RTMTX (64.28) and VSMPX (61.29) have equivalent 5 years return.
| RTMTX | VSMPX | RTMTX / VSMPX | |
| Total Expense Ratio | 0.82 | 0.02 | 4,100% |
| Annual Report Gross Expense Ratio | 0.93 | 0.02 | 4,650% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 18.925 | 18.002 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.45B | 1.27T | 1% |
| Annual Yield % from dividends | 0.65 | 1.62 | 40% |
| Returns for 1 year | 15.90 | 13.89 | 114% |
| Returns for 3 years | 23.42 | 20.12 | 116% |
| Returns for 5 years | 64.28 | 61.29 | 105% |
| Returns for 10 years | N/A | N/A | - |