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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$90.12
Change-$0.76 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
AFIFX vs VTSMX Comparison Chart
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AFIFX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. AFIFX (149B). VTSMX pays higher dividends than AFIFX: VTSMX (1.26) vs AFIFX (0.96). AFIFX was incepted earlier than VTSMX: AFIFX (24 years) vs VTSMX (33 years). 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). AFIFX annual gain was more profitable for investors over the last year : 28.33 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. AFIFX (42.65).
| AFIFX | VTSMX | AFIFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 26.890 | 26.352 | 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 | 1.26 | 76% |
| Returns for 1 year | 28.33 | 26.90 | 105% |
| Returns for 3 years | 24.71 | 27.88 | 89% |
| Returns for 5 years | 42.65 | 84.16 | 51% |
| Returns for 10 years | 67.86 | 192.04 | 35% |