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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$488.28
Change-$1.24 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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VRTTX vs VSMPX Comparison Chart
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VRTTX vs. VSMPX 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 VRTTX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. VRTTX (3.95B). VRTTX (1.36) and VSMPX (1.36) have matching dividends . VRTTX was incepted earlier than VSMPX: VRTTX (14 years) vs VSMPX (9 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). VSMPX (31.58) and VRTTX (31.49) have marching annual gain over last year. VSMPX (85.73) and VRTTX (85.01) 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 | 9 years | - |
| Gain YTD | 18.687 | 18.661 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 1.72T | 0% |
| Annual Yield % from dividends | 1.36 | 1.36 | 100% |
| Returns for 1 year | 31.49 | 31.58 | 100% |
| Returns for 3 years | 25.73 | 25.38 | 101% |
| Returns for 5 years | 85.01 | 85.73 | 99% |
| Returns for 10 years | 178.95 | N/A | - |
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