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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$41.48
Change+$0.52 (+1.27%)
VolumeN/A
Net Assets1.83B
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
RTSAX vs VRTIX Comparison Chart in %
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RTSAX vs. VRTIX commentary
Dec 04, 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 RTSAX is a Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. RTSAX (1.83B). VRTIX pays higher dividends than RTSAX: VRTIX (1.17) vs RTSAX (0.48). 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 (12.00). 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 : 4.36 vs. RTSAX (-2.71). VRTIX return over 5 years is better than : 35.02 vs. RTSAX (30.58).
| 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 | 5.655 | 13.234 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 13.9B | 13% |
| Annual Yield % from dividends | 0.48 | 1.17 | 41% |
| Returns for 1 year | -2.71 | 4.36 | -62% |
| Returns for 3 years | 23.17 | 34.36 | 67% |
| Returns for 5 years | 30.58 | 35.02 | 87% |
| Returns for 10 years | 103.91 | 121.88 | 85% |
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