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AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$92.38
Change-$0.68 (-0.73%)
VolumeN/A
Net Assets158.58B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
AFICX vs VTSMX Comparison Chart in %
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AFICX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AFICX (159B). VTSMX pays higher dividends than AFICX: VTSMX (1.02) vs AFICX (0.26). AFICX was incepted earlier than VTSMX: AFICX (25 years) vs VTSMX (34 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 : 12.09 vs. AFICX (7.80). VTSMX return over 5 years is better than : 77.91 vs. AFICX (43.35).
| 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 | 34 years | - |
| Gain YTD | 15.245 | 12.736 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 2.05T | 8% |
| Annual Yield % from dividends | 0.26 | 1.02 | 26% |
| Returns for 1 year | 7.80 | 12.09 | 64% |
| Returns for 3 years | 50.38 | 64.98 | 78% |
| Returns for 5 years | 43.35 | 77.91 | 56% |
| Returns for 10 years | 75.06 | 215.97 | 35% |
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