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AFIFX vs VTSAX
AFIFX vs VTSAX Comparison
Open Charts AFIFX vs VTSAX
American Funds Fundamental Invs F1
Price$88.45
Change+$0.81 (+0.92%)
VolumeN/A
Net Assets153.19B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
AFIFX vs VTSAX Comparison Chart in %
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AFIFX vs. VTSAX commentary
Jul 06, 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 (153B). VTSAX pays higher dividends than AFIFX: VTSAX (1.21) vs AFIFX (0.90). 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 : 13.89 vs. AFIFX (8.61). VTSAX return over 5 years is better than : 95.62 vs. AFIFX (58.51).
| 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 | 10.063 | 6.416 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.82T | 8% |
| Annual Yield % from dividends | 0.90 | 1.21 | 75% |
| Returns for 1 year | 8.61 | 13.89 | 62% |
| Returns for 3 years | 53.39 | 62.12 | 86% |
| Returns for 5 years | 58.51 | 95.62 | 61% |
| Returns for 10 years | 74.44 | 198.69 | 37% |
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