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VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$513.59
Change-$9.86 (-1.88%)
VolumeN/A
Net Assets4.62B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
VRTTX vs VSMPX Comparison Chart
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VRTTX vs. VSMPX commentary
Feb 23, 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: 1.84T vs. VRTTX (4.62B). 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 (17.63) and VSMPX (17.62) have marching annual gain over last year. VSMPX (74.89) and VRTTX (74.82) 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 | 2.179 | 2.135 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 1.84T | 0% |
| Annual Yield % from dividends | 1.36 | 1.36 | 100% |
| Returns for 1 year | 17.63 | 17.62 | 100% |
| Returns for 3 years | 36.87 | 36.83 | 100% |
| Returns for 5 years | 74.82 | 74.89 | 100% |
| Returns for 10 years | 171.56 | N/A | - |