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VRTIX vs VSMAX
VRTIX vs VSMAX Comparison
Open Charts VRTIX vs VSMAX
Vanguard Russell 2000 Index I
Price$347.26
Change+$1.38 (+0.40%)
VolumeN/A
Net Assets13.06B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
VRTIX vs VSMAX Comparison Chart in %
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VRTIX vs. VSMAX commentary
Jul 27, 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 VRTIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. VRTIX (13.1B). VSMAX pays higher dividends than VRTIX: VSMAX (1.40) vs VRTIX (1.28). VRTIX was incepted earlier than VSMAX: VRTIX (15 years) vs VSMAX (25 years). VRTIX (0.07) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. VRTIX (12.00). VSMAX has a lower initial minimum investment than VRTIX: VSMAX (3000) vs VRTIX (5000000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. VRTIX (2.14). VSMAX return over 5 years is better than : 66.87 vs. VRTIX (56.86).
| VRTIX | VSMAX | VRTIX / VSMAX | |
| Total Expense Ratio | 0.07 | 0.05 | 140% |
| Annual Report Gross Expense Ratio | 0.07 | 0.05 | 140% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 1.705 | 2.804 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 153B | 9% |
| Annual Yield % from dividends | 1.28 | 1.40 | 91% |
| Returns for 1 year | 2.14 | 8.49 | 25% |
| Returns for 3 years | 26.87 | 34.27 | 78% |
| Returns for 5 years | 56.86 | 66.87 | 85% |
| Returns for 10 years | 92.65 | 115.21 | 80% |
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