Interact to see
Advertisement
Advertisement
RTMTX vs VTSMX
RTMTX vs VTSMX Comparison
Open Charts RTMTX vs VTSMX
Russell Inv Tax-Managed US Large Cap M
Price$86.05
Change+$0.88 (+1.03%)
VolumeN/A
Net Assets9.84B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
RTMTX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTMTX vs. VTSMX commentary
Jun 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RTMTX (9.84B). VTSMX pays higher dividends than RTMTX: VTSMX (1.18) vs RTMTX (0.56). 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 : 10.96 vs. RTMTX (8.94). VTSMX (80.94) and RTMTX (79.72) 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 | 0.888 | 0.817 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.84B | 1.82T | 1% |
| Annual Yield % from dividends | 0.56 | 1.18 | 48% |
| Returns for 1 year | 8.94 | 10.96 | 82% |
| Returns for 3 years | 40.15 | 40.34 | 100% |
| Returns for 5 years | 79.72 | 80.94 | 98% |
| Returns for 10 years | N/A | 179.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement