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AFIFX vs VITSX
AFIFX vs VITSX Comparison
Open Charts AFIFX vs VITSX
American Funds Fundamental Invs F1
Price$75.22
Change-$3.67 (-4.65%)
VolumeN/A
Net Assets136.04B
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
AFIFX vs VITSX Comparison Chart
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AFIFX vs. VITSX commentary
Apr 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 AFIFX is a Hold and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. AFIFX (136B). VITSX pays higher dividends than AFIFX: VITSX (1.36) vs AFIFX (1.03). AFIFX was incepted earlier than VITSX: AFIFX (24 years) vs VITSX (28 years). AFIFX (0.65) is less costly to investors than VITSX (0.03). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). AFIFX has a lower initial minimum investment than VITSX: AFIFX (250) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 8.05 vs. AFIFX (0.38). VITSX return over 5 years is better than : 126.25 vs. AFIFX (74.28).
| AFIFX | VITSX | AFIFX / VITSX | |
| Total Expense Ratio | 0.65 | 0.03 | 2,167% |
| Annual Report Gross Expense Ratio | 0.65 | 0.03 | 2,167% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -2.009 | -3.989 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.81T | 8% |
| Annual Yield % from dividends | 1.03 | 1.36 | 75% |
| Returns for 1 year | 0.38 | 8.05 | 5% |
| Returns for 3 years | 11.71 | 21.03 | 56% |
| Returns for 5 years | 74.28 | 126.25 | 59% |
| Returns for 10 years | 55.31 | 167.38 | 33% |
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