Ad is loading...
AFICX vs VTSMX
AFICX vs VTSMX Comparison
Open Charts AFICX vs VTSMX
American Funds Fundamental Invs C
Price$74.21
Change-$1.23 (-1.63%)
VolumeN/A
Net Assets130.63B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
AFICX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFICX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. AFICX (131B). VTSMX pays higher dividends than AFICX: VTSMX (1.25) vs AFICX (0.34). AFICX was incepted earlier than VTSMX: AFICX (24 years) vs VTSMX (33 years). AFICX (1.35) 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 : 5.93 vs. AFICX (-2.59). VTSMX return over 5 years is better than : 84.81 vs. AFICX (40.53).
| AFICX | VTSMX | AFICX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | -7.442 | -8.945 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.7T | 8% |
| Annual Yield % from dividends | 0.34 | 1.25 | 27% |
| Returns for 1 year | -2.59 | 5.93 | -44% |
| Returns for 3 years | 7.72 | 19.82 | 39% |
| Returns for 5 years | 40.53 | 84.81 | 48% |
| Returns for 10 years | 43.05 | 153.17 | 28% |