RTLCX
Price
$88.59
Change
+$0.31 (+0.35%)
Updated
Jan 15 closing price
Net Assets
11.46B
VTSMX
Price
$165.91
Change
-$0.74 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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RTLCX vs VTSMX

Header iconRTLCX vs VTSMX Comparison
Open Charts RTLCX vs VTSMXBanner chart's image
Russell Inv Tax-Managed US Large Cap C
Price$88.59
Change+$0.31 (+0.35%)
VolumeN/A
Net Assets11.46B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
RTLCX vs VTSMX Comparison Chart in %
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RTLCX vs. VTSMX commentary
Jan 16, 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 RTLCX is a Hold and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RTLCX (11.5B). VTSMX pays higher dividends than RTLCX: VTSMX (1.02) vs RTLCX (0.00). RTLCX was incepted earlier than VTSMX: RTLCX (26 years) vs VTSMX (34 years). RTLCX (1.91) is less costly to investors than VTSMX (0.14). RTLCX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTLCX has a lower initial minimum investment than VTSMX: RTLCX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. RTLCX (14.78). VTSMX return over 5 years is better than : 73.62 vs. RTLCX (66.69).
RTLCXVTSMXRTLCX / VTSMX
Total Expense Ratio1.910.141,364%
Annual Report Gross Expense Ratio1.910.141,364%
Fund Existence26 years34 years-
Gain YTD0.9381.67956%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.5B2.06T1%
Annual Yield % from dividends0.001.02-
Returns for 1 year14.7818.2981%
Returns for 3 years61.1270.8986%
Returns for 5 years66.6973.6291%
Returns for 10 years224.68270.3483%
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