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RTSAX vs VRTIX
RTSAX vs VRTIX Comparison
Open Charts RTSAX vs VRTIX
Russell Inv Tax-Managed US Mid&Sm Cap A
Price$39.02
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets1.72B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
RTSAX vs VRTIX Comparison Chart in %
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RTSAX vs. VRTIX commentary
Nov 20, 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 RTSAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. RTSAX (1.72B). VRTIX pays higher dividends than RTSAX: VRTIX (1.18) vs RTSAX (0.49). RTSAX was incepted earlier than VRTIX: RTSAX (15 years) vs VRTIX (15 years). RTSAX (1.51) is less costly to investors than VRTIX (0.07). RTSAX is a more actively managed with annual turnover of: 49.00 vs. VRTIX (12.00). RTSAX has a lower initial minimum investment than VRTIX: RTSAX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.91 vs. RTSAX (-4.37). VRTIX return over 5 years is better than : 33.49 vs. RTSAX (29.66).
| RTSAX | VRTIX | RTSAX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | -0.611 | 5.485 | -11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 13.9B | 12% |
| Annual Yield % from dividends | 0.49 | 1.18 | 41% |
| Returns for 1 year | -4.37 | 1.91 | -229% |
| Returns for 3 years | 19.10 | 28.18 | 68% |
| Returns for 5 years | 29.66 | 33.49 | 89% |
| Returns for 10 years | 92.67 | 108.25 | 86% |
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