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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$550.83
Change-$0.64 (-0.12%)
VolumeN/A
Net Assets4.72B
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.77
Change-$0.31 (-0.11%)
VolumeN/A
Net Assets1.91T
VRTTX vs VSMPX Comparison Chart in %
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VRTTX vs. VSMPX commentary
Aug 15, 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 VRTTX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. VRTTX (4.72B). VSMPX (1.20) and VRTTX (1.15) have matching dividends . VRTTX was incepted earlier than VSMPX: VRTTX (15 years) vs VSMPX (10 years). VRTTX (0.07) is less costly to investors than VSMPX (0.02). VRTTX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). VRTTX has a lower initial minimum investment than VSMPX: VRTTX (5000000) vs VSMPX (100000000). VSMPX (18.64) and VRTTX (18.62) have marching annual gain over last year. VSMPX (86.59) and VRTTX (86.56) have equivalent 5 years return.
| VRTTX | VSMPX | VRTTX / VSMPX | |
| Total Expense Ratio | 0.07 | 0.02 | 350% |
| Annual Report Gross Expense Ratio | 0.07 | 0.02 | 350% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 9.726 | 9.689 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 1.91T | 0% |
| Annual Yield % from dividends | 1.15 | 1.20 | 96% |
| Returns for 1 year | 18.62 | 18.64 | 100% |
| Returns for 3 years | 47.41 | 47.66 | 99% |
| Returns for 5 years | 86.56 | 86.59 | 100% |
| Returns for 10 years | 193.05 | 193.76 | 100% |
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