Ad is loading...
Ad is loading...
AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$87.22
Change+$0.49 (+0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
AFICX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFICX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. AFICX (144B). VTSMX pays higher dividends than AFICX: VTSMX (1.26) vs AFICX (0.37). AFICX was incepted earlier than VTSMX: AFICX (24 years) vs VTSMX (33 years). AFICX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). AFICX has a lower initial minimum investment than VTSMX: AFICX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.17 vs. AFICX (25.53). VTSMX return over 5 years is better than : 87.20 vs. AFICX (41.00).
| AFICX | VTSMX | AFICX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 22.850 | 24.402 | 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 | 1.26 | 29% |
| Returns for 1 year | 25.53 | 31.17 | 82% |
| Returns for 3 years | 10.49 | 23.11 | 45% |
| Returns for 5 years | 41.00 | 87.20 | 47% |
| Returns for 10 years | 59.19 | 187.97 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...