Interact to see
Advertisement
Advertisement
RTLAX vs VTSMX
RTLAX vs VTSMX Comparison
Open Charts RTLAX vs VTSMX
Russell Inv Tax-Managed US Large Cap A
Price$95.98
Change+$0.33 (+0.35%)
VolumeN/A
Net Assets11.35B
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
RTLAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTLAX vs. VTSMX commentary
Dec 13, 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 RTLAX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RTLAX (11.3B). VTSMX pays higher dividends than RTLAX: VTSMX (1.02) vs RTLAX (0.23). RTLAX was incepted earlier than VTSMX: RTLAX (16 years) vs VTSMX (34 years). RTLAX (1.16) is less costly to investors than VTSMX (0.14). RTLAX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTLAX has a lower initial minimum investment than VTSMX: RTLAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.68 vs. RTLAX (10.96). VTSMX (79.30) and RTLAX (75.91) have equivalent 5 years return.
| RTLAX | VTSMX | RTLAX / VTSMX | |
| Total Expense Ratio | 1.16 | 0.14 | 829% |
| Annual Report Gross Expense Ratio | 1.16 | 0.14 | 829% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 14.606 | 17.334 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 2.06T | 1% |
| Annual Yield % from dividends | 0.23 | 1.02 | 23% |
| Returns for 1 year | 10.96 | 12.68 | 86% |
| Returns for 3 years | 67.40 | 70.77 | 95% |
| Returns for 5 years | 75.91 | 79.30 | 96% |
| Returns for 10 years | 213.22 | 240.48 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers