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VRTTX vs VTSMX
VRTTX vs VTSMX Comparison
Open Charts VRTTX vs VTSMX
Vanguard Russell 3000 Index I
Price$535.27
Change+$4.58 (+0.86%)
VolumeN/A
Net Assets4.43B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
VRTTX vs VTSMX Comparison Chart in %
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VRTTX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. VRTTX (4.43B). VRTTX pays higher dividends than VTSMX: VRTTX (1.18) vs VTSMX (1.12). VRTTX was incepted earlier than VTSMX: VRTTX (15 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than VRTTX (0.07). VRTTX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than VRTTX: VTSMX (3000) vs VRTTX (5000000). VRTTX (13.95) and VTSMX (13.89) have marching annual gain over last year. VRTTX (95.81) and VTSMX (95.59) have equivalent 5 years return.
| VRTTX | VTSMX | VRTTX / VTSMX | |
| Total Expense Ratio | 0.07 | 0.14 | 50% |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 6.502 | 6.421 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 1.82T | 0% |
| Annual Yield % from dividends | 1.18 | 1.12 | 105% |
| Returns for 1 year | 13.95 | 13.89 | 100% |
| Returns for 3 years | 61.91 | 62.08 | 100% |
| Returns for 5 years | 95.81 | 95.59 | 100% |
| Returns for 10 years | 188.69 | 198.05 | 95% |
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