Ad is loading...
Ad is loading...
RTOUX vs VSMAX
RTOUX vs VSMAX Comparison
Open Charts RTOUX vs VSMAX
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$43.46
Change-$0.59 (-1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
RTOUX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RTOUX vs. VSMAX commentary
Nov 18, 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 RTOUX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. RTOUX (1.7B). VSMAX pays higher dividends than RTOUX: VSMAX (1.42) vs RTOUX (0.18). RTOUX was incepted earlier than VSMAX: RTOUX (8 years) vs VSMAX (24 years). RTOUX is a more actively managed with annual turnover of: 71.00 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 : 30.28 vs. RTOUX (26.04). VSMAX return over 5 years is better than : 55.62 vs. RTOUX (47.72).
| RTOUX | VSMAX | RTOUX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 11.322 | 15.803 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 151B | 1% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 26.04 | 30.28 | 86% |
| Returns for 3 years | 0.97 | 4.74 | 20% |
| Returns for 5 years | 47.72 | 55.62 | 86% |
| Returns for 10 years | N/A | 123.30 | - |