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VRTIX vs VSMAX
VRTIX vs VSMAX Comparison
Open Charts VRTIX vs VSMAX
Vanguard Russell 2000 Index I
Price$353.85
Change-$1.05 (-0.30%)
VolumeN/A
Net Assets12.76B
Vanguard Small Cap Index Admiral Shares
Price$120.66
Change-$0.17 (-0.14%)
VolumeN/A
Net Assets155.27B
VRTIX vs VSMAX Comparison Chart
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VRTIX vs. VSMAX commentary
Jan 26, 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 VRTIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. VRTIX (12.8B). 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 : 20.44 vs. VRTIX (17.32). VSMAX return over 5 years is better than : 53.65 vs. VRTIX (41.62).
| 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 | 3.510 | 4.776 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 155B | 8% |
| Annual Yield % from dividends | 1.34 | 1.42 | 95% |
| Returns for 1 year | 17.32 | 20.44 | 85% |
| Returns for 3 years | 16.69 | 24.48 | 68% |
| Returns for 5 years | 41.62 | 53.65 | 78% |
| Returns for 10 years | 102.36 | 124.99 | 82% |
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