Ad is loading...
AFIFX vs VTSAX
AFIFX vs VTSAX Comparison
Open Charts AFIFX vs VTSAX
American Funds Fundamental Invs F1
Price$90.12
Change-$0.76 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$145.87
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
AFIFX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFIFX vs. VTSAX commentary
Dec 18, 2024
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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. AFIFX (149B). VTSAX pays higher dividends than AFIFX: VTSAX (1.35) vs AFIFX (0.96). AFIFX was incepted earlier than VTSAX: AFIFX (24 years) vs VTSAX (24 years). 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). AFIFX annual gain was more profitable for investors over the last year : 28.33 vs. VTSAX (26.91). VTSAX return over 5 years is better than : 84.17 vs. AFIFX (42.65).
| AFIFX | VTSAX | AFIFX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 26.890 | 26.390 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.84T | 8% |
| Annual Yield % from dividends | 0.96 | 1.35 | 71% |
| Returns for 1 year | 28.33 | 26.91 | 105% |
| Returns for 3 years | 24.71 | 27.89 | 89% |
| Returns for 5 years | 42.65 | 84.17 | 51% |
| Returns for 10 years | 67.86 | 192.77 | 35% |