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AFICX vs VTSAX
AFICX vs VTSAX Comparison
Open Charts AFICX vs VTSAX
American Funds Fundamental Invs C
Price$79.89
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets138.05B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
AFICX vs VTSAX Comparison Chart
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AFICX vs. VTSAX commentary
May 10, 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 AFICX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. AFICX (138B). VTSAX pays higher dividends than AFICX: VTSAX (1.36) vs AFICX (0.34). AFICX was incepted earlier than VTSAX: AFICX (24 years) vs VTSAX (25 years). AFICX (1.33) is less costly to investors than VTSAX (0.04). 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 : 8.02 vs. AFICX (1.79). VTSAX return over 5 years is better than : 89.30 vs. AFICX (48.42).
| AFICX | VTSAX | AFICX / VTSAX | |
| Total Expense Ratio | 1.33 | 0.04 | 3,325% |
| Annual Report Gross Expense Ratio | 1.33 | 0.04 | 3,325% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -0.357 | -3.962 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.72T | 8% |
| Annual Yield % from dividends | 0.34 | 1.36 | 25% |
| Returns for 1 year | 1.79 | 8.02 | 22% |
| Returns for 3 years | 28.34 | 40.17 | 71% |
| Returns for 5 years | 48.42 | 89.30 | 54% |
| Returns for 10 years | 51.92 | 165.99 | 31% |