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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$83.27
Change-$0.32 (-0.38%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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RTMTX vs VTSMX Comparison Chart
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RTMTX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. RTMTX (9.4B). VTSMX pays higher dividends than RTMTX: VTSMX (1.26) vs RTMTX (0.57). RTMTX was incepted earlier than VTSMX: RTMTX (8 years) vs VTSMX (32 years). RTMTX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RTMTX has a lower initial minimum investment than VTSMX: RTMTX (0) vs VTSMX (3000). VTSMX (31.53) and RTMTX (30.46) have marching annual gain over last year. RTMTX (86.38) and VTSMX (85.64) have equivalent 5 years return.
| RTMTX | VTSMX | RTMTX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 18.264 | 18.617 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.4B | 1.72T | 1% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 30.46 | 31.53 | 97% |
| Returns for 3 years | 27.83 | 25.35 | 110% |
| Returns for 5 years | 86.38 | 85.64 | 101% |
| Returns for 10 years | N/A | 187.59 | - |