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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$40.39
Change-$0.44 (-1.08%)
VolumeN/A
Net Assets1.79B
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
RTSAX vs VRTIX Comparison Chart in %
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RTSAX vs. VRTIX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. RTSAX (1.79B). VRTIX pays higher dividends than RTSAX: VRTIX (1.20) 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 : 13.81 vs. RTSAX (3.71). VRTIX return over 5 years is better than : 55.34 vs. RTSAX (46.37).
| 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 | 3.999 | 11.874 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 13.6B | 13% |
| Annual Yield % from dividends | 0.49 | 1.20 | 40% |
| Returns for 1 year | 3.71 | 13.81 | 27% |
| Returns for 3 years | 36.35 | 47.99 | 76% |
| Returns for 5 years | 46.37 | 55.34 | 84% |
| Returns for 10 years | 102.00 | 123.07 | 83% |
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