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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$41.60
Change-$2.08 (-4.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
RTOUX vs VSMAX Comparison Chart
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RTOUX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. RTOUX (1.72B). 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 : 19.58 vs. RTOUX (16.10). VSMAX return over 5 years is better than : 53.97 vs. RTOUX (47.31).
| 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 | 13.166 | 18.049 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 167B | 1% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 16.10 | 19.58 | 82% |
| Returns for 3 years | 11.14 | 15.80 | 71% |
| Returns for 5 years | 47.31 | 53.97 | 88% |
| Returns for 10 years | N/A | 125.00 | - |