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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$40.76
Change-$0.99 (-2.37%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
RTOUX vs VSMAX Comparison Chart
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VS
VS
RTOUX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. RTOUX (1.63B). 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 : 11.25 vs. RTOUX (3.89). VSMAX return over 5 years is better than : 44.48 vs. RTOUX (34.60).
| 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 | -1.925 | -0.304 | 633% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 161B | 1% |
| Annual Yield % from dividends | 0.18 | 1.42 | 13% |
| Returns for 1 year | 3.89 | 11.25 | 35% |
| Returns for 3 years | 10.09 | 18.86 | 53% |
| Returns for 5 years | 34.60 | 44.48 | 78% |
| Returns for 10 years | N/A | 105.78 | - |
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