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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$89.83
Change-$0.46 (-0.51%)
VolumeN/A
Net Assets154.47B
Vanguard Total Stock Mkt Idx I
Price$154.09
Change-$0.73 (-0.47%)
VolumeN/A
Net Assets1.91T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Aug 27, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. AFIFX (154B). VTSMX pays higher dividends than AFIFX: VTSMX (1.09) vs AFIFX (0.89). AFIFX was incepted earlier than VTSMX: AFIFX (24 years) vs VTSMX (33 years). AFIFX (0.65) is less costly to investors than VTSMX (0.14). AFIFX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). AFIFX has a lower initial minimum investment than VTSMX: AFIFX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.67 vs. AFIFX (8.43). VTSMX return over 5 years is better than : 81.40 vs. AFIFX (47.77).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 11.780 | 9.848 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.91T | 8% |
| Annual Yield % from dividends | 0.89 | 1.09 | 81% |
| Returns for 1 year | 8.43 | 14.67 | 57% |
| Returns for 3 years | 47.63 | 56.62 | 84% |
| Returns for 5 years | 47.77 | 81.40 | 59% |
| Returns for 10 years | 84.27 | 220.16 | 38% |
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