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RTLAX vs VTSMX
RTLAX vs VTSMX Comparison
Open Charts RTLAX vs VTSMX
Russell Inv Tax-Managed US Large Cap A
Price$90.76
Change-$0.28 (-0.31%)
VolumeN/A
Net Assets10.66B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
RTLAX vs VTSMX Comparison Chart in %
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RTLAX 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 RTLAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RTLAX (10.7B). VTSMX pays higher dividends than RTLAX: VTSMX (1.09) vs RTLAX (0.25). RTLAX was incepted earlier than VTSMX: RTLAX (15 years) vs VTSMX (33 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 : 16.21 vs. RTLAX (13.74). VTSMX (85.82) and RTLAX (82.24) 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 | 15 years | 33 years | - |
| Gain YTD | 8.747 | 9.266 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.91T | 1% |
| Annual Yield % from dividends | 0.25 | 1.09 | 23% |
| Returns for 1 year | 13.74 | 16.21 | 85% |
| Returns for 3 years | 46.76 | 46.80 | 100% |
| Returns for 5 years | 82.24 | 85.82 | 96% |
| Returns for 10 years | 183.99 | 202.54 | 91% |
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