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RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$63.52
Change+$0.61 (+0.97%)
VolumeN/A
Net Assets167.51B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RICHX vs VTSMX Comparison Chart in %
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RICHX vs. VTSMX commentary
Jul 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 RICHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RICHX (168B). VTSMX pays higher dividends than RICHX: VTSMX (1.12) vs RICHX (1.04). RICHX was incepted earlier than VTSMX: RICHX (10 years) vs VTSMX (33 years). RICHX (0.41) is less costly to investors than VTSMX (0.14). RICHX is a more actively managed with annual turnover of: 32.00 vs. VTSMX (2.00). RICHX has a lower initial minimum investment than VTSMX: RICHX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. RICHX (11.33). VTSMX return over 5 years is better than : 95.59 vs. RICHX (74.92).
| RICHX | VTSMX | RICHX / VTSMX | |
| Total Expense Ratio | 0.41 | 0.14 | 293% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 10.943 | 6.421 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168B | 1.82T | 9% |
| Annual Yield % from dividends | 1.04 | 1.12 | 93% |
| Returns for 1 year | 11.33 | 13.89 | 82% |
| Returns for 3 years | 59.76 | 62.08 | 96% |
| Returns for 5 years | 74.92 | 95.59 | 78% |
| Returns for 10 years | N/A | 198.05 | - |
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