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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$37.83
Change+$0.59 (+1.58%)
VolumeN/A
Net Assets1.5B
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
RTOUX vs VSMAX Comparison Chart
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RTOUX vs. VSMAX commentary
May 09, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. RTOUX (1.51B). VSMAX pays higher dividends than RTOUX: VSMAX (1.56) vs RTOUX (0.92). RTOUX was incepted earlier than VSMAX: RTOUX (8 years) vs VSMAX (25 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 (13.00). 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 : -0.07 vs. RTOUX (-7.30). VSMAX return over 5 years is better than : 65.26 vs. RTOUX (53.33).
| 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 | 25 years | - |
| Gain YTD | -10.563 | -8.397 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 140B | 1% |
| Annual Yield % from dividends | 0.92 | 1.56 | 59% |
| Returns for 1 year | -7.30 | -0.07 | 10,135% |
| Returns for 3 years | 7.55 | 20.37 | 37% |
| Returns for 5 years | 53.33 | 65.26 | 82% |
| Returns for 10 years | N/A | 88.31 | - |
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