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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$502.55
Change+$3.63 (+0.73%)
VolumeN/A
Net Assets4.11B
Vanguard Total Stock Mkt Idx Instl Pls
Price$264.21
Change+$1.93 (+0.74%)
VolumeN/A
Net Assets1.72T
VRTTX vs VSMPX Comparison Chart
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VRTTX vs. VSMPX commentary
May 14, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. VRTTX (4.11B). VSMPX (1.37) and VRTTX (1.32) 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). VRTTX (7.89) and VSMPX (7.85) have marching annual gain over last year. VRTTX (97.64) and VSMPX (97.36) 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 | -3.888 | -4.010 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.11B | 1.72T | 0% |
| Annual Yield % from dividends | 1.32 | 1.37 | 96% |
| Returns for 1 year | 7.89 | 7.85 | 101% |
| Returns for 3 years | 38.72 | 38.79 | 100% |
| Returns for 5 years | 97.64 | 97.36 | 100% |
| Returns for 10 years | 154.17 | 154.51 | 100% |
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