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AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$86.77
Change-$0.49 (-0.56%)
VolumeN/A
Net Assets152.29B
Vanguard Total Stock Mkt Idx I
Price$147.91
Change-$0.08 (-0.05%)
VolumeN/A
Net Assets1.82T
AFICX vs VTSMX Comparison Chart in %
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AFICX vs. VTSMX commentary
Jul 02, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. AFICX (152B). VTSMX pays higher dividends than AFICX: VTSMX (1.12) vs AFICX (0.30). AFICX was incepted earlier than VTSMX: AFICX (24 years) vs VTSMX (33 years). AFICX (1.33) is less costly to investors than VTSMX (0.14). 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 : 13.54 vs. AFICX (8.34). VTSMX return over 5 years is better than : 92.98 vs. AFICX (53.38).
| AFICX | VTSMX | AFICX / VTSMX | |
| Total Expense Ratio | 1.33 | 0.14 | 950% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.857 | 5.002 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 1.82T | 8% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 8.34 | 13.54 | 62% |
| Returns for 3 years | 49.53 | 59.92 | 83% |
| Returns for 5 years | 53.38 | 92.98 | 57% |
| Returns for 10 years | 67.70 | 193.01 | 35% |
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