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AFIFX vs VTSAX
AFIFX vs VTSAX Comparison
Open Charts AFIFX vs VTSAX
American Funds Fundamental Invs F1
Price$85.17
Change+$0.21 (+0.25%)
VolumeN/A
Net Assets144.81B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
AFIFX vs VTSAX Comparison Chart
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AFIFX vs. VTSAX commentary
Jun 14, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. AFIFX (145B). VTSAX pays higher dividends than AFIFX: VTSAX (1.28) vs AFIFX (0.95). AFIFX was incepted earlier than VTSAX: AFIFX (24 years) vs VTSAX (25 years). AFIFX (0.65) is less costly to investors than VTSAX (0.04). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VTSAX (2.00). AFIFX has a lower initial minimum investment than VTSAX: AFIFX (250) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.13 vs. AFIFX (6.63). VTSAX return over 5 years is better than : 93.06 vs. AFIFX (55.15).
| AFIFX | VTSAX | AFIFX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 5.982 | 2.245 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.82T | 8% |
| Annual Yield % from dividends | 0.95 | 1.28 | 74% |
| Returns for 1 year | 6.63 | 11.13 | 60% |
| Returns for 3 years | 45.11 | 58.44 | 77% |
| Returns for 5 years | 55.15 | 93.06 | 59% |
| Returns for 10 years | 65.89 | 183.56 | 36% |
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