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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$503.92
Change-$6.66 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
VRTTX vs VSMPX Comparison Chart
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VRTTX vs. VSMPX commentary
Nov 18, 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 VRTTX is a StrongSell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. VRTTX (4.1B). VRTTX (1.36) and VSMPX (1.36) have matching dividends . VRTTX was incepted earlier than VSMPX: VRTTX (14 years) vs VSMPX (10 years). VRTTX is a more actively managed with annual turnover of: 11.00 vs. VSMPX (2.00). VRTTX has a lower initial minimum investment than VSMPX: VRTTX (5000000) vs VSMPX (100000000). VRTTX (30.56) and VSMPX (30.55) have marching annual gain over last year. VRTTX (83.80) and VSMPX (83.80) have equivalent 5 years return.
| VRTTX | VSMPX | VRTTX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 22.496 | 22.437 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.73T | 0% |
| Annual Yield % from dividends | 1.36 | 1.36 | 100% |
| Returns for 1 year | 30.56 | 30.55 | 100% |
| Returns for 3 years | 20.40 | 19.95 | 102% |
| Returns for 5 years | 83.80 | 83.80 | 100% |
| Returns for 10 years | 177.43 | N/A | - |
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