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RTMTX vs VTSMX
RTMTX vs VTSMX Comparison
Open Charts RTMTX vs VTSMX
Russell Inv Tax-Managed US Large Cap M
Price$75.44
Change-$2.74 (-3.50%)
VolumeN/A
Net Assets8.99B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
RTMTX vs VTSMX Comparison Chart
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RTMTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RTMTX (8.99B). VTSMX pays higher dividends than RTMTX: VTSMX (1.25) vs RTMTX (0.59). RTMTX was incepted earlier than VTSMX: RTMTX (8 years) vs VTSMX (33 years). RTMTX (0.91) is less costly to investors than VTSMX (0.14). RTMTX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTMTX has a lower initial minimum investment than VTSMX: RTMTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.72 vs. RTMTX (2.66). VTSMX (92.15) and RTMTX (89.88) have equivalent 5 years return.
| RTMTX | VTSMX | RTMTX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | -7.392 | -7.881 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 1.7T | 1% |
| Annual Yield % from dividends | 0.59 | 1.25 | 47% |
| Returns for 1 year | 2.66 | 4.72 | 56% |
| Returns for 3 years | 21.81 | 20.95 | 104% |
| Returns for 5 years | 89.88 | 92.15 | 98% |
| Returns for 10 years | N/A | 154.63 | - |
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