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VRTIX vs VSMAX
VRTIX vs VSMAX Comparison
Open Charts VRTIX vs VSMAX
Vanguard Russell 2000 Index I
Price$358.74
Change-$4.96 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
VRTIX vs VSMAX Comparison Chart
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VRTIX vs. VSMAX commentary
Nov 15, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. VRTIX (12.1B). 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). VRTIX (32.29) and VSMAX (32.13) have marching annual gain over last year. VSMAX return over 5 years is better than : 59.11 vs. VRTIX (51.26).
| 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 | 17.478 | 18.402 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 151B | 8% |
| Annual Yield % from dividends | 1.34 | 1.42 | 95% |
| Returns for 1 year | 32.29 | 32.13 | 101% |
| Returns for 3 years | -0.68 | 7.13 | -10% |
| Returns for 5 years | 51.26 | 59.11 | 87% |
| Returns for 10 years | 112.04 | 128.55 | 87% |
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