RTMTX
Price
$68.15
Change
+$0.58 (+0.86%)
Updated
Dec 8, 6:59 PM EST
VTSMX
Price
$111.35
Change
-$0.00 (-0.00%)
Updated
Dec 8, 6:59 PM EST
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Compare predictions RTMTX vs VTSMX

Header iconRTMTX vs VTSMX Comparison
Open Charts RTMTX vs VTSMXBanner chart's image
Russell Inv Tax-Managed US Large Cap M
Price$68.15
Change+$0.58 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$111.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RTMTX vs VTSMX Comparison Chart

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VS
RTMTX vs. VTSMX commentary
Dec 11, 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 VTSMX is a Buy.

FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.39T vs. RTMTX (7.56B). VTSMX pays higher dividends than RTMTX: VTSMX (1.38) vs RTMTX (0.59). RTMTX was incepted earlier than VTSMX: RTMTX (7 years) vs VTSMX (32 years). RTMTX (0.93) is less costly to investors than VTSMX (0.14). RTMTX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (3.00). RTMTX has a lower initial minimum investment than VTSMX: RTMTX (0) vs VTSMX (3000). RTMTX annual gain was more profitable for investors over the last year : 17.28 vs. VTSMX (15.56). RTMTX (73.35) and VTSMX (70.13) have equivalent 5 years return.
RTMTXVTSMXRTMTX / VTSMX
Total Expense Ratio0.820.14586%
Annual Report Gross Expense Ratio0.930.14664%
Fund Existence7 years32 years-
Gain YTD20.52919.706104%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.56B1.39T1%
Annual Yield % from dividends0.591.3843%
Returns for 1 year17.2815.56111%
Returns for 3 years23.2519.39120%
Returns for 5 years73.3570.13105%
Returns for 10 yearsN/A158.48-
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