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RTOUX vs VSMAX
RTOUX vs VSMAX Comparison
Open Charts RTOUX vs VSMAX
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$34.96
Change+$0.44 (+1.27%)
VolumeN/A
Net Assets1.39B
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
RTOUX vs VSMAX Comparison Chart
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RTOUX vs. VSMAX 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 RTOUX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. RTOUX (1.39B). VSMAX pays higher dividends than RTOUX: VSMAX (1.52) vs RTOUX (0.90). RTOUX was incepted earlier than VSMAX: RTOUX (8 years) vs VSMAX (24 years). RTOUX (1.26) is less costly to investors than VSMAX (0.05). RTOUX is a more actively managed with annual turnover of: 49.00 vs. VSMAX (12.00). RTOUX has a lower initial minimum investment than VSMAX: RTOUX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -7.79 vs. RTOUX (-13.65). VSMAX return over 5 years is better than : 63.87 vs. RTOUX (51.04).
| RTOUX | VSMAX | RTOUX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -16.939 | -15.498 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 143B | 1% |
| Annual Yield % from dividends | 0.90 | 1.52 | 59% |
| Returns for 1 year | -13.65 | -7.79 | 175% |
| Returns for 3 years | -5.94 | -0.22 | 2,755% |
| Returns for 5 years | 51.04 | 63.87 | 80% |
| Returns for 10 years | N/A | 71.41 | - |
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