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RTMTX vs VTSAX
RTMTX vs VTSAX Comparison
Open Charts RTMTX vs VTSAX
Russell Inv Tax-Managed US Large Cap M
Price$87.40
Change+$0.49 (+0.56%)
VolumeN/A
Net Assets9.94B
Vanguard Total Stock Mkt Idx Adm
Price$146.32
Change+$0.72 (+0.49%)
VolumeN/A
Net Assets1.78T
RTMTX vs VTSAX Comparison Chart
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RTMTX vs. VTSAX commentary
Jan 23, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. RTMTX (9.94B). VTSAX pays higher dividends than RTMTX: VTSAX (1.35) vs RTMTX (0.57). RTMTX was incepted earlier than VTSAX: RTMTX (8 years) vs VTSAX (24 years). RTMTX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). RTMTX has a lower initial minimum investment than VTSAX: RTMTX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 24.81 vs. RTMTX (22.43). VTSAX (80.57) and RTMTX (79.49) have equivalent 5 years return.
| RTMTX | VTSAX | RTMTX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.530 | 3.751 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 1.78T | 1% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | 22.43 | 24.81 | 90% |
| Returns for 3 years | 35.89 | 36.41 | 99% |
| Returns for 5 years | 79.49 | 80.57 | 99% |
| Returns for 10 years | N/A | 195.45 | - |
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