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VRTTX vs VTSMX
VRTTX vs VTSMX Comparison
Open Charts VRTTX vs VTSMX
Vanguard Russell 3000 Index I
Price$555.87
Change+$4.85 (+0.88%)
VolumeN/A
Net Assets4.8B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
VRTTX vs VTSMX Comparison Chart in %
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VRTTX vs. VTSMX commentary
Sep 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. VRTTX (4.81B). VRTTX pays higher dividends than VTSMX: VRTTX (1.13) vs VTSMX (1.07). VRTTX was incepted earlier than VTSMX: VRTTX (15 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VRTTX (0.07). VRTTX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VRTTX: VTSMX (3000) vs VRTTX (5000000). VRTTX (18.26) and VTSMX (18.03) have marching annual gain over last year. VRTTX (85.36) and VTSMX (84.94) have equivalent 5 years return.
| VRTTX | VTSMX | VRTTX / VTSMX | |
| Total Expense Ratio | 0.07 | 0.14 | 50% |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 10.601 | 10.330 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.95T | 0% |
| Annual Yield % from dividends | 1.13 | 1.07 | 105% |
| Returns for 1 year | 18.26 | 18.03 | 101% |
| Returns for 3 years | 63.76 | 63.63 | 100% |
| Returns for 5 years | 85.36 | 84.94 | 100% |
| Returns for 10 years | 214.52 | 224.15 | 96% |
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