Interact to see
Advertisement
Advertisement
RICHX vs VTSMX
RICHX vs VTSMX Comparison
Open Charts RICHX vs VTSMX
American Funds Invmt Co of Amer R5E
Price$65.14
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets171.2B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
RICHX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RICHX vs. VTSMX commentary
Aug 18, 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: 1.91T vs. RICHX (171B). VTSMX pays higher dividends than RICHX: VTSMX (1.09) vs RICHX (1.02). 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 : 16.21 vs. RICHX (12.63). VTSMX return over 5 years is better than : 85.82 vs. RICHX (69.85).
| 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 | 13.772 | 9.266 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171B | 1.91T | 9% |
| Annual Yield % from dividends | 1.02 | 1.09 | 94% |
| Returns for 1 year | 12.63 | 16.21 | 78% |
| Returns for 3 years | 48.73 | 46.80 | 104% |
| Returns for 5 years | 69.85 | 85.82 | 81% |
| Returns for 10 years | N/A | 202.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement