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AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$85.20
Change+$0.07 (+0.08%)
VolumeN/A
Net Assets146.4B
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
AFICX vs VTSMX Comparison Chart
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AFICX vs. VTSMX commentary
Jun 07, 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 (146B). VTSMX pays higher dividends than AFICX: VTSMX (1.18) vs AFICX (0.32). 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 : 11.39 vs. AFICX (6.79). VTSMX return over 5 years is better than : 81.77 vs. AFICX (45.46).
| 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 | 6.178 | 1.278 | 484% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146B | 1.82T | 8% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 6.79 | 11.39 | 60% |
| Returns for 3 years | 30.36 | 42.44 | 72% |
| Returns for 5 years | 45.46 | 81.77 | 56% |
| Returns for 10 years | 63.46 | 181.22 | 35% |