Interact to see
Advertisement
Advertisement
RTSAX vs VSMAX
RTSAX vs VSMAX Comparison
Open Charts RTSAX vs VSMAX
Russell Inv Tax-Managed US Mid&Sm Cap A
Price$39.02
Change+$0.28 (+0.72%)
VolumeN/A
Net Assets1.69B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
RTSAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RTSAX vs. VSMAX commentary
Jul 06, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. RTSAX (1.69B). VSMAX pays higher dividends than RTSAX: VSMAX (1.40) vs RTSAX (0.52). RTSAX was incepted earlier than VSMAX: RTSAX (15 years) vs VSMAX (25 years). RTSAX (1.51) is less costly to investors than VSMAX (0.05). RTSAX is a more actively managed with annual turnover of: 49.00 vs. VSMAX (13.00). RTSAX has a lower initial minimum investment than VSMAX: RTSAX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. RTSAX (5.28). VSMAX return over 5 years is better than : 69.54 vs. RTSAX (57.97).
| RTSAX | VSMAX | RTSAX / VSMAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.51 | 0.05 | 3,020% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -0.611 | 1.447 | -42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 148B | 1% |
| Annual Yield % from dividends | 0.52 | 1.40 | 37% |
| Returns for 1 year | 5.28 | 12.25 | 43% |
| Returns for 3 years | 27.55 | 37.95 | 73% |
| Returns for 5 years | 57.97 | 69.54 | 83% |
| Returns for 10 years | 83.64 | 109.34 | 77% |