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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$455.07
Change+$7.90 (+1.77%)
VolumeN/A
Net Assets4.32B
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
VRTTX vs VSMPX Comparison Chart
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VRTTX vs. VSMPX commentary
Apr 12, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. VRTTX (4.32B). VSMPX (1.37) and VRTTX (1.31) have matching dividends . VRTTX was incepted earlier than VSMPX: VRTTX (14 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 annual gain was more profitable for investors over the last year : 0.37 vs. VSMPX (0.32). VRTTX (85.62) and VSMPX (85.42) 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 | 14 years | 10 years | - |
| Gain YTD | -11.027 | -11.144 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 1.7T | 0% |
| Annual Yield % from dividends | 1.31 | 1.37 | 96% |
| Returns for 1 year | 0.37 | 0.32 | 117% |
| Returns for 3 years | 17.14 | 17.06 | 100% |
| Returns for 5 years | 85.62 | 85.42 | 100% |
| Returns for 10 years | 137.78 | N/A | - |
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