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RTOUX vs VSMAX
RTOUX vs VSMAX Comparison
Open Charts RTOUX vs VSMAX
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$38.91
Change-$0.71 (-1.79%)
VolumeN/A
Net Assets1.58B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
RTOUX vs VSMAX Comparison Chart
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RTOUX vs. VSMAX commentary
Jun 16, 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 RTOUX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. RTOUX (1.58B). VSMAX pays higher dividends than RTOUX: VSMAX (1.48) vs RTOUX (0.88). RTOUX was incepted earlier than VSMAX: RTOUX (8 years) vs VSMAX (25 years). RTOUX (1.26) is less costly to investors than VSMAX (0.05). RTOUX is a more actively managed with annual turnover of: 49.00 vs. VSMAX (13.00). RTOUX has a lower initial minimum investment than VSMAX: RTOUX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. RTOUX (-1.07). VSMAX return over 5 years is better than : 63.38 vs. RTOUX (52.42).
| RTOUX | VSMAX | RTOUX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -6.376 | -4.364 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 148B | 1% |
| Annual Yield % from dividends | 0.88 | 1.48 | 60% |
| Returns for 1 year | -1.07 | 5.22 | -21% |
| Returns for 3 years | 21.39 | 31.37 | 68% |
| Returns for 5 years | 52.42 | 63.38 | 83% |
| Returns for 10 years | N/A | 93.38 | - |
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