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RMRPX vs VTMFX
RMRPX vs VTMFX Comparison
Open Charts RMRPX vs VTMFX
American Funds Retire Inc Port-Cnsrv R4
Price$13.09
Change+$0.27 (+2.11%)
VolumeN/A
Net Assets1.36B
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
RMRPX vs VTMFX Comparison Chart in %
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RMRPX vs. VTMFX commentary
Feb 04, 2026
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 RMRPX is a Hold and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. RMRPX (1.36B). RMRPX pays higher dividends than VTMFX: RMRPX (3.13) vs VTMFX (2.11). RMRPX was incepted earlier than VTMFX: RMRPX (10 years) vs VTMFX (31 years). RMRPX (0.63) is less costly to investors than VTMFX (0.09). VTMFX is a more actively managed with annual turnover of: 20.00 vs. RMRPX (12.00). RMRPX has a lower initial minimum investment than VTMFX: RMRPX (250) vs VTMFX (10000). RMRPX annual gain was more profitable for investors over the last year : 13.04 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. RMRPX (24.38).
| RMRPX | VTMFX | RMRPX / VTMFX | |
| Total Expense Ratio | 0.63 | 0.09 | 700% |
| Annual Report Gross Expense Ratio | 0.63 | 0.09 | 700% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 1.788 | 1.056 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 11.5B | 12% |
| Annual Yield % from dividends | 3.13 | 2.11 | 148% |
| Returns for 1 year | 13.04 | 8.45 | 154% |
| Returns for 3 years | 27.63 | 32.78 | 84% |
| Returns for 5 years | 24.38 | 33.48 | 73% |
| Returns for 10 years | 60.10 | 103.36 | 58% |
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