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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$80.54
Change+$0.44 (+0.55%)
VolumeN/A
Net Assets137.35B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
AFIFX vs VTSMX Comparison Chart
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AFIFX vs. VTSMX commentary
May 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFIFX (137B). VTSMX pays higher dividends than AFIFX: VTSMX (1.26) vs AFIFX (1.02). 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 : 7.85 vs. AFIFX (3.17). VTSMX return over 5 years is better than : 87.92 vs. AFIFX (52.25).
| 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 | 0.040 | -4.660 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.72T | 8% |
| Annual Yield % from dividends | 1.02 | 1.26 | 81% |
| Returns for 1 year | 3.17 | 7.85 | 40% |
| Returns for 3 years | 31.01 | 39.37 | 79% |
| Returns for 5 years | 52.25 | 87.92 | 59% |
| Returns for 10 years | 55.40 | 162.78 | 34% |
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