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DFSTX vs RTOUX
DFSTX vs RTOUX Comparison
Open Charts DFSTX vs RTOUX
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$44.46
Change+$0.13 (+0.29%)
VolumeN/A
Net Assets1.86B
DFSTX vs RTOUX Comparison Chart in %
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DFSTX vs. RTOUX commentary
Dec 26, 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 DFSTX is a Hold and RTOUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. RTOUX (1.86B). DFSTX pays higher dividends than RTOUX: DFSTX (1.05) vs RTOUX (0.77). DFSTX was incepted earlier than RTOUX: DFSTX (34 years) vs RTOUX (9 years). RTOUX (1.26) is less costly to investors than DFSTX (0.28). RTOUX is a more actively managed with annual turnover of: 49.00 vs. DFSTX (6.00). DFSTX (0) and RTOUX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 8.98 vs. RTOUX (5.86). DFSTX return over 5 years is better than : 45.03 vs. RTOUX (29.84).
| DFSTX | RTOUX | DFSTX / RTOUX | |
| Total Expense Ratio | 0.27 | 1.11 | 24% |
| Annual Report Gross Expense Ratio | 0.28 | 1.26 | 22% |
| Fund Existence | 34 years | 9 years | - |
| Gain YTD | 10.315 | 6.978 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.86B | 943% |
| Annual Yield % from dividends | 1.05 | 0.77 | 136% |
| Returns for 1 year | 8.98 | 5.86 | 153% |
| Returns for 3 years | 42.56 | 34.06 | 125% |
| Returns for 5 years | 45.03 | 29.84 | 151% |
| Returns for 10 years | 95.08 | N/A | - |
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