Interact to see
Advertisement
Advertisement
VRTTX vs VSMPX
VRTTX vs VSMPX Comparison
Open Charts VRTTX vs VSMPX
Vanguard Russell 3000 Index I
Price$535.27
Change+$4.58 (+0.86%)
VolumeN/A
Net Assets4.43B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
VRTTX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTTX vs. VSMPX commentary
Jul 07, 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 VRTTX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. VRTTX (4.43B). VSMPX (1.22) and VRTTX (1.18) have matching dividends . VRTTX was incepted earlier than VSMPX: VRTTX (15 years) vs VSMPX (10 years). VRTTX (0.07) is less costly to investors than VSMPX (0.02). VRTTX is a more actively managed with annual turnover of: 9.00 vs. VSMPX (2.00). VRTTX has a lower initial minimum investment than VSMPX: VRTTX (5000000) vs VSMPX (100000000). VRTTX (13.95) and VSMPX (13.90) have marching annual gain over last year. VRTTX (95.81) and VSMPX (95.69) have equivalent 5 years return.
| VRTTX | VSMPX | VRTTX / VSMPX | |
| Total Expense Ratio | 0.07 | 0.02 | 350% |
| Annual Report Gross Expense Ratio | 0.07 | 0.02 | 350% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 6.502 | 6.426 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.22 | 96% |
| Returns for 1 year | 13.95 | 13.90 | 100% |
| Returns for 3 years | 61.91 | 62.17 | 100% |
| Returns for 5 years | 95.81 | 95.69 | 100% |
| Returns for 10 years | 188.69 | 189.21 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement