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AFICX vs VTSAX
AFICX vs VTSAX Comparison
Open Charts AFICX vs VTSAX
American Funds Fundamental Invs C
Price$87.22
Change+$0.49 (+0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
AFICX vs VTSAX Comparison Chart
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AFICX vs. VTSAX commentary
Nov 23, 2024
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 AFICX is a Buy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. AFICX (144B). VTSAX pays higher dividends than AFICX: VTSAX (1.35) vs AFICX (0.37). AFICX was incepted earlier than VTSAX: AFICX (24 years) vs VTSAX (24 years). AFICX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). AFICX has a lower initial minimum investment than VTSAX: AFICX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 31.18 vs. AFICX (25.53). VTSAX return over 5 years is better than : 87.20 vs. AFICX (41.00).
| AFICX | VTSAX | AFICX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 22.850 | 24.432 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.73T | 8% |
| Annual Yield % from dividends | 0.37 | 1.35 | 28% |
| Returns for 1 year | 25.53 | 31.18 | 82% |
| Returns for 3 years | 10.49 | 23.13 | 45% |
| Returns for 5 years | 41.00 | 87.20 | 47% |
| Returns for 10 years | 59.19 | 188.65 | 31% |
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