Interact to see
Advertisement
Advertisement
VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$566.37
Change+$3.60 (+0.64%)
VolumeN/A
Net Assets4.8B
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
VRTTX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTTX vs. VSMPX commentary
Sep 29, 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: 1.95T vs. VRTTX (4.81B). VSMPX (1.17) and VRTTX (1.13) 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). VSMPX (15.65) and VRTTX (15.64) have marching annual gain over last year. VSMPX (96.68) and VRTTX (96.04) 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 | 12.696 | 12.983 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.95T | 0% |
| Annual Yield % from dividends | 1.13 | 1.17 | 96% |
| Returns for 1 year | 15.64 | 15.65 | 100% |
| Returns for 3 years | 79.60 | 80.38 | 99% |
| Returns for 5 years | 96.04 | 96.68 | 99% |
| Returns for 10 years | 237.73 | 239.66 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement