Interact to see
Advertisement
Advertisement
AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$88.13
Change-$0.42 (-0.47%)
VolumeN/A
Net Assets153.91B
Vanguard Total Stock Mkt Idx I
Price$150.78
Change+$0.23 (+0.15%)
VolumeN/A
Net Assets1.91T
AFICX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFICX vs. VTSMX commentary
Jul 23, 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: 1.91T vs. AFICX (154B). 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 : 14.27 vs. AFICX (10.08). VTSMX return over 5 years is better than : 87.31 vs. AFICX (49.42).
| 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 | 10.467 | 6.818 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.91T | 8% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 10.08 | 14.27 | 71% |
| Returns for 3 years | 47.36 | 56.74 | 83% |
| Returns for 5 years | 49.42 | 87.31 | 57% |
| Returns for 10 years | 70.41 | 198.53 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement