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RTMTX vs VTSMX
RTMTX vs VTSMX Comparison
Open Charts RTMTX vs VTSMX
Russell Inv Tax-Managed US Large Cap M
Price$89.99
Change+$0.77 (+0.86%)
VolumeN/A
Net Assets10.41B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
RTMTX vs VTSMX Comparison Chart in %
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RTMTX vs. VTSMX commentary
Jul 07, 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 RTMTX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RTMTX (10.4B). VTSMX pays higher dividends than RTMTX: VTSMX (1.12) vs RTMTX (0.54). RTMTX was incepted earlier than VTSMX: RTMTX (8 years) vs VTSMX (33 years). RTMTX (0.91) is less costly to investors than VTSMX (0.14). RTMTX is a more actively managed with annual turnover of: 19.00 vs. VTSMX (2.00). RTMTX has a lower initial minimum investment than VTSMX: RTMTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. RTMTX (11.82). VTSMX (95.59) and RTMTX (92.10) have equivalent 5 years return.
| RTMTX | VTSMX | RTMTX / VTSMX | |
| Total Expense Ratio | 0.81 | 0.14 | 579% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 6.598 | 6.421 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.82T | 1% |
| Annual Yield % from dividends | 0.54 | 1.12 | 48% |
| Returns for 1 year | 11.82 | 13.89 | 85% |
| Returns for 3 years | 61.99 | 62.08 | 100% |
| Returns for 5 years | 92.10 | 95.59 | 96% |
| Returns for 10 years | N/A | 198.05 | - |
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