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AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$93.96
Change+$0.17 (+0.18%)
VolumeN/A
Net Assets161.37B
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
AFICX vs VTSMX Comparison Chart in %
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AFICX vs. VTSMX commentary
Oct 05, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. AFICX (161B). VTSMX pays higher dividends than AFICX: VTSMX (1.04) vs AFICX (0.27). AFICX was incepted earlier than VTSMX: AFICX (25 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 : 17.93 vs. AFICX (11.82). VTSMX return over 5 years is better than : 94.50 vs. AFICX (56.67).
| AFICX | VTSMX | AFICX / VTSMX | |
| Total Expense Ratio | 1.33 | 0.14 | 950% |
| Annual Report Gross Expense Ratio | 1.33 | 0.14 | 950% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 17.216 | 13.963 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.95T | 8% |
| Annual Yield % from dividends | 0.27 | 1.04 | 26% |
| Returns for 1 year | 11.82 | 17.93 | 66% |
| Returns for 3 years | 61.47 | 74.14 | 83% |
| Returns for 5 years | 56.67 | 94.50 | 60% |
| Returns for 10 years | 89.72 | 236.17 | 38% |
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