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AFIFX vs VTSMX
AFIFX vs VTSMX Comparison
Open Charts AFIFX vs VTSMX
American Funds Fundamental Invs F1
Price$93.04
Change-$0.68 (-0.73%)
VolumeN/A
Net Assets158.58B
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
AFIFX vs VTSMX Comparison Chart in %
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AFIFX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. AFIFX (159B). VTSMX pays higher dividends than AFIFX: VTSMX (1.02) vs AFIFX (0.83). AFIFX was incepted earlier than VTSMX: AFIFX (25 years) vs VTSMX (34 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 : 12.09 vs. AFIFX (8.60). VTSMX return over 5 years is better than : 77.91 vs. AFIFX (47.30).
| 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 | 34 years | - |
| Gain YTD | 15.967 | 12.736 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 2.05T | 8% |
| Annual Yield % from dividends | 0.83 | 1.02 | 82% |
| Returns for 1 year | 8.60 | 12.09 | 71% |
| Returns for 3 years | 53.40 | 64.98 | 82% |
| Returns for 5 years | 47.30 | 77.91 | 61% |
| Returns for 10 years | 79.90 | 215.97 | 37% |
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