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AFICX vs VTSAX
AFICX vs VTSAX Comparison
Open Charts AFICX vs VTSAX
American Funds Fundamental Invs C
Price$74.21
Change-$1.23 (-1.63%)
VolumeN/A
Net Assets130.63B
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
AFICX vs VTSAX Comparison Chart
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AFICX vs. VTSAX commentary
Apr 18, 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: 1.7T vs. AFICX (131B). VTSAX pays higher dividends than AFICX: VTSAX (1.35) vs AFICX (0.34). AFICX was incepted earlier than VTSAX: AFICX (24 years) vs VTSAX (24 years). AFICX (1.35) 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 : 5.94 vs. AFICX (-2.59). VTSAX return over 5 years is better than : 84.84 vs. AFICX (40.53).
| AFICX | VTSAX | AFICX / VTSAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -7.442 | -8.941 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 0.34 | 1.35 | 25% |
| Returns for 1 year | -2.59 | 5.94 | -44% |
| Returns for 3 years | 7.72 | 19.85 | 39% |
| Returns for 5 years | 40.53 | 84.84 | 48% |
| Returns for 10 years | 43.05 | 153.74 | 28% |