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VRTTX vs VTSMX
VRTTX vs VTSMX Comparison
Open Charts VRTTX vs VTSMX
Vanguard Russell 3000 Index I
Price$550.83
Change-$0.64 (-0.12%)
VolumeN/A
Net Assets4.72B
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
VRTTX vs VTSMX Comparison Chart in %
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VRTTX vs. VTSMX commentary
Aug 15, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. VRTTX (4.72B). VRTTX pays higher dividends than VTSMX: VRTTX (1.15) vs VTSMX (1.09). 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). VTSMX (18.62) and VRTTX (18.48) have marching annual gain over last year. VTSMX (86.51) and VRTTX (85.71) 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 | 9.226 | 9.671 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 1.91T | 0% |
| Annual Yield % from dividends | 1.15 | 1.09 | 105% |
| Returns for 1 year | 18.48 | 18.62 | 99% |
| Returns for 3 years | 47.28 | 47.59 | 99% |
| Returns for 5 years | 85.71 | 86.51 | 99% |
| Returns for 10 years | 193.53 | 202.68 | 95% |
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