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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$93.66
Change+$0.43 (+0.46%)
VolumeN/A
Net Assets159.67B
Vanguard Total Stock Mkt Idx I
Price$158.54
Change+$0.73 (+0.46%)
VolumeN/A
Net Assets1.95T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Sep 16, 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: 1.95T vs. AFIFX (160B). VTSMX pays higher dividends than AFIFX: VTSMX (1.07) vs AFIFX (0.88). AFIFX was incepted earlier than VTSMX: AFIFX (25 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 : 17.11 vs. AFIFX (13.94). VTSMX return over 5 years is better than : 89.08 vs. AFIFX (58.74).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 16.011 | 11.969 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 1.95T | 8% |
| Annual Yield % from dividends | 0.88 | 1.07 | 82% |
| Returns for 1 year | 13.94 | 17.11 | 81% |
| Returns for 3 years | 57.32 | 67.07 | 85% |
| Returns for 5 years | 58.74 | 89.08 | 66% |
| Returns for 10 years | 92.08 | 230.29 | 40% |