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RTSAX vs VRTIX
RTSAX vs VRTIX Comparison
Open Charts RTSAX vs VRTIX
Russell Inv Tax-Managed US Mid&Sm Cap A
Price$43.92
Change+$0.56 (+1.29%)
VolumeN/A
Net Assets1.93B
Vanguard Russell 2000 Index I
Price$410.43
Change+$3.56 (+0.87%)
VolumeN/A
Net Assets14.31B
RTSAX vs VRTIX Comparison Chart in %
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RTSAX vs. VRTIX 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 RTSAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. RTSAX (1.93B). VRTIX pays higher dividends than RTSAX: VRTIX (1.25) vs RTSAX (0.24). RTSAX was incepted earlier than VRTIX: RTSAX (16 years) vs VRTIX (15 years). RTSAX (1.51) is less costly to investors than VRTIX (0.07). RTSAX is a more actively managed with annual turnover of: 49.00 vs. VRTIX (14.00). RTSAX has a lower initial minimum investment than VRTIX: RTSAX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 18.62 vs. RTSAX (10.73). VRTIX (28.21) and RTSAX (27.85) have equivalent 5 years return.
| RTSAX | VRTIX | RTSAX / VRTIX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.51 | 0.07 | 2,157% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 6.835 | 7.789 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 14.3B | 13% |
| Annual Yield % from dividends | 0.24 | 1.25 | 19% |
| Returns for 1 year | 10.73 | 18.62 | 58% |
| Returns for 3 years | 30.37 | 43.68 | 70% |
| Returns for 5 years | 27.85 | 28.21 | 99% |
| Returns for 10 years | 149.78 | 177.44 | 84% |
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