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VRTIX vs VSMAX
VRTIX vs VSMAX Comparison
Open Charts VRTIX vs VSMAX
Vanguard Russell 2000 Index I
Price$342.54
Change-$3.80 (-1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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VRTIX vs VSMAX Comparison Chart
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VRTIX vs. VSMAX commentary
Sep 21, 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: 149B vs. VRTIX (10.8B). 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 : 25.54 vs. VRTIX (21.30). VSMAX return over 5 years is better than : 53.45 vs. VRTIX (44.19).
| 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 | 9.486 | 10.898 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 149B | 7% |
| Annual Yield % from dividends | 1.34 | 1.42 | 95% |
| Returns for 1 year | 21.30 | 25.54 | 83% |
| Returns for 3 years | -0.26 | 8.91 | -3% |
| Returns for 5 years | 44.19 | 53.45 | 83% |
| Returns for 10 years | 102.71 | 121.55 | 84% |
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