Ad is loading...
VRTIX vs VSMAX
VRTIX vs VSMAX Comparison
Open Charts VRTIX vs VSMAX
Vanguard Russell 2000 Index I
Price$344.79
Change+$3.22 (+0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.29
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
VRTIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VRTIX vs. VSMAX commentary
Dec 23, 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 VRTIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. VRTIX (13.7B). VSMAX pays higher dividends than VRTIX: VSMAX (1.42) vs VRTIX (1.34). VRTIX was incepted earlier than VSMAX: VRTIX (14 years) vs VSMAX (24 years). VRTIX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than VRTIX: VSMAX (3000) vs VRTIX (5000000). VSMAX annual gain was more profitable for investors over the last year : 14.57 vs. VRTIX (11.99). VSMAX return over 5 years is better than : 48.08 vs. VRTIX (37.24).
| VRTIX | VSMAX | VRTIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.370 | 14.076 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 167B | 8% |
| Annual Yield % from dividends | 1.34 | 1.42 | 95% |
| Returns for 1 year | 11.99 | 14.57 | 82% |
| Returns for 3 years | 3.41 | 10.65 | 32% |
| Returns for 5 years | 37.24 | 48.08 | 77% |
| Returns for 10 years | 95.93 | 115.96 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...